Planwiser Financial, LLC Utilities Sector Spdr Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Planwiser Financial, LLC holds 26,650 shares of XLU stock, worth $2.1 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
26,650Holding current value
$2.1 Million% of portfolio
1.95%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,576Shares Held
154MCall Options Held
17.7MPut Options Held
37.1M-
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, NY7.45MShares$588 Million0.1% of portfolio
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Bessemer Group Inc Woodbridge, NJ6.06MShares$478 Million0.86% of portfolio
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Lpl Financial LLC Fort Mill, SC5.84MShares$461 Million0.19% of portfolio