Peak Financial Advisors LLC Select Sector Spdr Tr Communic Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Peak Financial Advisors LLC holds 5,488 shares of XLC stock, worth $540,019. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,488
Previous 5,488
-0.0%
Holding current value
$540,019
Previous $470,000
5.53%
% of portfolio
0.31%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding XLC
# of Institutions
1,064Shares Held
179MCall Options Held
2.59MPut Options Held
2.75M-
Bank Of America Corp Charlotte, NC44.4MShares$4.37 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY8.88MShares$873 Million0.07% of portfolio
-
Barclays PLC London, X08.2MShares$807 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA7.5MShares$738 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.47MShares$637 Million0.04% of portfolio