Regent Peak Wealth Advisors LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Regent Peak Wealth Advisors LLC
- $449 Million
- Q4 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,525 shares of XSD stock, worth $884,528. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,525
Previous 3,525
-0.0%
Holding current value
$884,528
Previous $875,000
-0.0%
% of portfolio
0.19%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding XSD
# of Institutions
231Shares Held
2.4MCall Options Held
30.2KPut Options Held
25.2K-
Lpl Financial LLC Fort Mill, SC201KShares$50.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY173KShares$43.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC123KShares$31 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA118KShares$29.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc108KShares$27 Million0.01% of portfolio