Horizon Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History
Horizon Wealth Management, LLC
- $526 Million
- Q2 2025
A detailed history of Horizon Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 156,830 shares of XLC stock, worth $16.9 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
156,830
Previous 159,542
1.7%
Holding current value
$16.9 Million
Previous $15.3 Million
11.43%
% of portfolio
3.23%
Previous 2.59%
Shares
12 transactions
Others Institutions Holding XLC
# of Institutions
1,257Shares Held
354MCall Options Held
1.76MPut Options Held
2.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$16.2 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43.9MShares$4.72 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.12 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.05 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$915 Million0.28% of portfolio