New Edge Wealth, LLC Utilities Sector Spdr Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Edge Wealth, LLC holds 7,587 shares of XLU stock, worth $618,037. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,587
Previous 11,410
33.51%
Holding current value
$618,037
Previous $749,000
31.11%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,365Shares 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$901 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$623 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$401 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$330 Million5.19% of portfolio