Kingswood Wealth Advisors, LLC Utilities Sector Spdr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,010 shares of XLU stock, worth $397,192. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,010Holding current value
$397,192% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$940 Million0.35% of portfolio
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Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
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Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio