Wealth Dimensions Group, Ltd. Utilities Sector Spdr Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,471 shares of XLU stock, worth $227,060. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,471Holding current value
$227,060% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,648Shares Held
155MCall Options Held
15.4MPut Options Held
35.9M-
Morgan Stanley New York, NY12.9MShares$1.19 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.09 Billion0.07% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.83MShares$811 Million3.58% of portfolio
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Lpl Financial LLC Fort Mill, SC7.21MShares$662 Million0.21% of portfolio
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Wells Fargo & Company San Francisco, CA6.24MShares$574 Million0.11% of portfolio