Peterson Wealth Management Select Sector Spdr Tr Communic Transaction History
Peterson Wealth Management
- $147 Million
- Q1 2025
A detailed history of Peterson Wealth Management transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Peterson Wealth Management holds 9,447 shares of XLC stock, worth $1.1 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
9,447
Previous 8,280
14.09%
Holding current value
$1.1 Million
Previous $801,000
13.73%
% of portfolio
0.62%
Previous 0.48%
Shares
18 transactions
Others Institutions Holding XLC
# of Institutions
1,265Shares Held
354MCall Options Held
1.76MPut Options Held
2.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$17.5 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43.9MShares$5.11 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.21 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.13 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$989 Million0.28% of portfolio