Synergy Asset Management, LLC Utilities Sector Spdr Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,662Shares Held
161MCall Options Held
16.2MPut Options Held
35.9M-
Morgan Stanley New York, NY12.9MShares$1.16 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.06 Billion0.07% of portfolio
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Jpmorgan Chase & CO New York, NY8.47MShares$758 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.36MShares$659 Million0.2% of portfolio
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Wells Fargo & Company San Francisco, CA6.24MShares$559 Million0.11% of portfolio