Northwest Financial Advisors Utilities Sector Spdr Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 160 shares of XLU stock, worth $12,262. This represents 0.01% of its overall portfolio holdings.
Number of Shares
160
Previous 245
34.69%
Holding current value
$12,262
Previous $16.1 Million
32.22%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,364Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.08 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$848 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$586 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$377 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$310 Million5.19% of portfolio