Nvest Financial, LLC Utilities Sector Spdr Transaction History
Nvest Financial, LLC
- $158 Million
- Q2 2024
A detailed history of Nvest Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Nvest Financial, LLC holds 16,497 shares of XLU stock, worth $1.26 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
16,497
Previous 15,126
9.06%
Holding current value
$1.26 Million
Previous $993,000
13.19%
% of portfolio
0.71%
Previous 0.67%
Shares
7 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