Schneider Downs Wealth Management Advisors, LP Utilities Sector Spdr Transaction History
Schneider Downs Wealth Management Advisors, LP
- $439 Million
- Q2 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Utilities Sector Spdr stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 4,102 shares of XLU stock, worth $325,206. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,102
Previous 4,102
-0.0%
Holding current value
$325,206
Previous $269,000
3.72%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$940 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio