Simplicity Wealth,Llc Utilities Sector Spdr Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,897 shares of XLU stock, worth $388,234. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,897
Previous 4,774
2.58%
Holding current value
$388,234
Previous $325,000
21.54%
% of portfolio
0.04%
Previous 0.01%
Shares
8 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