Key Client Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 57,148 shares of XLU stock, worth $4.42 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
57,148
Previous 57,942
1.37%
Holding current value
$4.42 Million
Previous $4.68 Million
7.59%
% of portfolio
2.13%
Previous 2.33%
Shares
13 transactions
Others Institutions Holding XLU
# of Institutions
1,549Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$785 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$569 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$466 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$432 Million0.18% of portfolio