Regent Peak Wealth Advisors LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
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 $810,432. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,525
Previous 3,525
-0.0%
Holding current value
$810,432
Previous $875,000
18.63%
% of portfolio
0.17%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding XSD
# of Institutions
226Shares Held
1.96MCall Options Held
37.4KPut Options Held
19.6K-
Lpl Financial LLC Fort Mill, SC215KShares$49.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY189KShares$43.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC87.8KShares$20.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN81KShares$18.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA76.9KShares$17.7 Million0.0% of portfolio