Mark Sheptoff Financial Planning, LLC Utilities Sector Spdr Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 180 shares of XLU stock, worth $14,175. This represents 0.01% of its overall portfolio holdings.
Number of Shares
180
Previous 180
-0.0%
Holding current value
$14,175
Previous $14,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding XLU
# of Institutions
1,552Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.06 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$800 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$579 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$475 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$440 Million0.18% of portfolio