Shum Financial Group, Inc. Utilities Sector Spdr Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q1 2025
A detailed history of Shum Financial Group, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Shum Financial Group, Inc. holds 15,705 shares of XLU stock, worth $1.42 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
15,705
Previous 15,698
0.04%
Holding current value
$1.42 Million
Previous $1.19 Billion
4.22%
% of portfolio
1.07%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,625Shares Held
153MCall Options Held
15.4MPut Options Held
35.8M-
Morgan Stanley New York, NY12.9MShares$1.16 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.07 Billion0.07% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.83MShares$796 Million3.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.21MShares$650 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA6.24MShares$563 Million0.11% of portfolio