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 $13,448. This represents 0.01% of its overall portfolio holdings.
Number of Shares
176Holding current value
$13,448% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,486Shares Held
180MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.06 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.02 Billion0.09% of portfolio
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International Assets Investment Management, LLC Orlando, FL11.9MShares$906 Million0.35% of portfolio
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Goldman Sachs Group Inc New York, NY8.63MShares$659 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC5.62MShares$430 Million0.21% of portfolio