Waldron Private Wealth LLC Spdr Ser Tr S & P Telecom ETF Transaction History
Waldron Private Wealth LLC
- $2.47 Billion
- Q4 2024
A detailed history of Waldron Private Wealth LLC transactions in Spdr Ser Tr S & P Telecom ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 2,474 shares of XTL stock, worth $266,400. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,474
Previous 7,174
65.51%
Holding current value
$266,400
Previous $721,000
63.38%
% of portfolio
0.01%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding XTL
# of Institutions
40Shares Held
669KCall Options Held
0Put Options Held
0-
New Harbor Financial Group, LLC Leominster, MA126KShares$13.6 Million4.01% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL126KShares$13.6 Million3.98% of portfolio
-
Morgan Stanley New York, NY75.4KShares$8.11 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ55.9KShares$6.02 Million4.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL37.6KShares$4.05 Million0.01% of portfolio