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 $840,207. This represents 0.65% of its overall portfolio holdings.
Number of Shares
7,547
Previous 7,332
2.93%
Holding current value
$840,207
Previous $795,000
12.33%
% of portfolio
0.65%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding XLC
# of Institutions
1,305Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio