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 $770,988. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,525
Previous 3,525
-0.0%
Holding current value
$770,988
Previous $875,000
-0.0%
% of portfolio
0.19%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding XSD
# of Institutions
247Shares Held
2.31MCall Options Held
40.8KPut Options Held
28.4K-
Lpl Financial LLC Fort Mill, SC271KShares$59.3 Million0.03% of portfolio
-
Morgan Stanley New York, NY195KShares$42.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC115KShares$25.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA95.9KShares$21 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN73.5KShares$16.1 Million0.0% of portfolio