One Charles Private Wealth Services, LLC Utilities Sector Spdr Transaction History
One Charles Private Wealth Services, LLC
- $236 Million
- Q2 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 7,617 shares of XLU stock, worth $612,559. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,617
Previous 7,528
1.18%
Holding current value
$612,559
Previous $494,000
5.06%
% of portfolio
0.22%
Previous 0.22%
Shares
9 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$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$889 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$615 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$396 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$325 Million5.19% of portfolio