Summit Wealth Partners, LLC Utilities Sector Spdr Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,741 shares of XLU stock, worth $285,849. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,741Holding current value
$285,849% of portfolio
0.06%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
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$906 Million0.35% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$659 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$430 Million0.21% of portfolio