Tolleson Wealth Management, Inc. Utilities Sector Spdr Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 4,213 shares of XLU stock, worth $338,135. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,213Holding current value
$338,135% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,544Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.08 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$815 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$590 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$484 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$448 Million0.18% of portfolio