Legacy Wealth Managment, Llc/Id Utilities Sector Spdr Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 21 shares of XLU stock, worth $1,872. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21
Previous 21
-0.0%
Holding current value
$1,872
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLU
# of Institutions
1,654Shares Held
160MCall Options Held
15.4MPut Options Held
35.9M-
Morgan Stanley New York, NY12.9MShares$1.15 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.06 Billion0.07% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.83MShares$787 Million3.58% of portfolio
-
Jpmorgan Chase & CO New York, NY8.47MShares$755 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.21MShares$643 Million0.21% of portfolio