Private Wealth Strategies, L.L.C. Spdr S&P Aerospace & Defense E Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 5,056 shares of XAR stock, worth $712,542. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,056
Previous 5,157
1.96%
Holding current value
$712,542
Previous $698,000
1.72%
% of portfolio
0.15%
Previous 0.16%
Shares
18 transactions
Others Institutions Holding XAR
# of Institutions
352Shares Held
6.96MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$146 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC788KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY709KShares$99.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc310KShares$43.7 Million0.02% of portfolio
-
Cumberland Advisors Inc165KShares$23.3 Million8.64% of portfolio