Marks Wealth, LLC Utilities Sector Spdr Transaction History

Marks Wealth, LLC

$233 Billion
Q3 2024

A detailed history of Marks Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Marks Wealth, LLC holds 182,258 shares of XLU stock, worth $14.4 Million. This represents 6.32% of its overall portfolio holdings.

Number of Shares

182,258

Holding current value

$14.4 Million

% of portfolio

6.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$67.67 - $80.78 $12.3 Million - $14.7 Million	182,258 New	182,258 $14.7 Billion

Others Institutions Holding XLU

# of Institutions

1,422

Shares Held

166M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.12 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$940 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$877 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$606 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$390 Million
0.17% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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