Spartan Planning & Wealth Management Utilities Sector Spdr Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 176 shares of XLU stock, worth $14,310. This represents 0.01% of its overall portfolio holdings.
Number of Shares
176Holding current value
$14,310% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,368Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$899 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$621 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$400 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$329 Million5.19% of portfolio