Shared Vision Wealth Group LLC Utilities Sector Spdr Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,500 shares of XLU stock, worth $221,900. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,500Holding current value
$221,900% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,671Shares Held
156MCall Options Held
15.2MPut Options Held
35.1M-
Bank Of America Corp Charlotte, NC13.6MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY11.3MShares$1 Billion0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.47MShares$752 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.36MShares$653 Million0.2% of portfolio
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Wells Fargo & Company San Francisco, CA5.63MShares$499 Million0.1% of portfolio