Transform Wealth, LLC Utilities Sector Spdr Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 8,747 shares of XLU stock, worth $679,292. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,747
Previous 8,977
2.56%
Holding current value
$679,292
Previous $611,000
15.55%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding XLU
# of Institutions
1,485Shares Held
180MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.04 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$921 Million0.35% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$670 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$437 Million0.21% of portfolio