O'Shaughnessy Asset Management, LLC Utilities Sector Spdr Transaction History
O'Shaughnessy Asset Management, LLC
- $8.9 Billion
- Q1 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 3,173 shares of XLU stock, worth $220,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,173
Previous 2,339
35.66%
Holding current value
$220,428
Previous $148,000
40.54%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding XLU
# of Institutions
1,253Shares Held
138MCall Options Held
17.4MPut Options Held
29.3M-
Bank Of America Corp Charlotte, NC12.7MShares$884 Million0.08% of portfolio
-
Morgan Stanley New York, NY11MShares$765 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY6.02MShares$418 Million0.07% of portfolio
-
Caisse De Depot Et Placement Du Quebec Montreal, A84.35MShares$302 Million0.7% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.05MShares$281 Million5.14% of portfolio