Lwm Advisory Services, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Lwm Advisory Services, LLC

$131 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$174.52 - $221.45 $314,310 - $398,831	1,801 New	1,801 $398,000

Others Institutions Holding XSD

# of Institutions

224

Shares Held

4.28M

Call Options Held

31.3K

Put Options Held

25.3K

International Assets Investment Management, LLC Orlando, FL

2.06M
Shares

$501 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$48.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

173K
Shares

$42.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

123K
Shares

$30 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

118K
Shares

$28.8 Million
0.01% of portfolio

About SPDR TR SER SPDR S&P SEMICONDU

Ticker XSD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.