Meritage Portfolio Management Utilities Sector Spdr Transaction History
Meritage Portfolio Management
- $1.58 Billion
- Q2 2024
A detailed history of Meritage Portfolio Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Meritage Portfolio Management holds 106,688 shares of XLU stock, worth $8.46 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
106,688
Previous 108,077
1.29%
Holding current value
$8.46 Million
Previous $7.1 Million
2.47%
% of portfolio
0.46%
Previous 0.45%
Shares
25 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
-
Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio