Moulton Wealth Management, Inc Select Sector Spdr Tr Communic Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 7,547 shares of XLC stock, worth $872,282. This represents 0.65% of its overall portfolio holdings.
Number of Shares
7,547
Previous 7,332
2.93%
Holding current value
$872,282
Previous $795,000
12.33%
% of portfolio
0.65%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding XLC
# of Institutions
1,262Shares Held
354MCall Options Held
1.76MPut Options Held
2.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$17.4 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43.9MShares$5.07 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.2 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.12 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$982 Million0.28% of portfolio