Wealthpoint, LLC Utilities Sector Spdr Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealthpoint, LLC holds 8,085 shares of XLU stock, worth $624,889. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,085
Previous 10,226
20.94%
Holding current value
$624,889
Previous $669,000
28.85%
% of portfolio
0.19%
Previous 0.25%
Shares
20 transactions
Others Institutions Holding XLU
# of Institutions
1,548Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$785 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$569 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$466 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$432 Million0.18% of portfolio