Perfromance Wealth Partners, LLC Utilities Sector Spdr Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 24,238 shares of XLU stock, worth $1.86 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
24,238
Previous 24,820
2.34%
Holding current value
$1.86 Million
Previous $1.63 Million
1.35%
% of portfolio
0.06%
Previous 0.07%
Shares
11 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