Institute For Wealth Management, Llc. Select Sector Spdr Tr Communic Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,777 shares of XLC stock, worth $828,197. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,777
Previous 6,828
28.54%
Holding current value
$828,197
Previous $661,000
27.99%
% of portfolio
0.11%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding XLC
# of Institutions
1,185Shares Held
183MCall Options Held
3.62MPut Options Held
4.64M-
Bank Of America Corp Charlotte, NC43.4MShares$4.1 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.66MShares$912 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA7.93MShares$748 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.79MShares$641 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.23MShares$494 Million0.21% of portfolio