Successful Portfolios LLC Utilities Sector Spdr Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 2024
A detailed history of Successful Portfolios LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 4,156 shares of XLU stock, worth $330,360. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,156
Previous 4,156
-0.0%
Holding current value
$330,360
Previous $335,000
6.27%
% of portfolio
0.21%
Previous 0.23%
Shares
21 transactions
Others Institutions Holding XLU
# of Institutions
1,480Shares Held
163MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.11 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.07 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$686 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$447 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$413 Million0.69% of portfolio