Strategic Financial Concepts, LLC Utilities Sector Spdr Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 311,260 shares of XLU stock, worth $25.3 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
311,260
Previous 5,752
5311.34%
Holding current value
$25.3 Million
Previous $378 Million
77.33%
% of portfolio
0.05%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding XLU
# of Institutions
1,369Shares 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