Perissos Private Wealth Management, LLC Utilities Sector Spdr Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,938 shares of XLU stock, worth $231,720. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,938
Previous 2,938
-0.0%
Holding current value
$231,720
Previous $237 Million
6.3%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,551Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.06 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$801 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$580 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$476 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$441 Million0.18% of portfolio