Moneta Group Investment Advisors LLC Utilities Sector Spdr Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 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 6,754 shares of XLU stock, worth $513,506. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,754
Previous 5,729
17.89%
Holding current value
$513,506
Previous $390,000
39.74%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding XLU
# of Institutions
1,486Shares Held
180MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.06 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.02 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$656 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$428 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$395 Million0.69% of portfolio