Moneta Group Investment Advisors LLC Utilities Sector Spdr Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,729 shares of XLU stock, worth $465,824. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,729
Previous 5,461
4.91%
Holding current value
$465,824
Previous $358,000
8.94%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding XLU
# of Institutions
1,369Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$899 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$621 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$400 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$329 Million5.19% of portfolio