Waldron Private Wealth LLC Utilities Sector Spdr Transaction History
Waldron Private Wealth LLC
- $2.4 Billion
- Q3 2024
A detailed history of Waldron Private Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Waldron Private Wealth LLC holds 12,789 shares of XLU stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,789
Previous 17,389
26.45%
Holding current value
$1.01 Million
Previous $1.18 Million
12.75%
% of portfolio
0.04%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$940 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio