West Financial Advisors, LLC Utilities Sector Spdr Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 36,252 shares of XLU stock, worth $2.87 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
36,252
Previous 33,174
9.28%
Holding current value
$2.87 Million
Previous $2.68 Million
2.39%
% of portfolio
0.53%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding XLU
# of Institutions
1,546Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.07 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$804 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$583 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$478 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$443 Million0.18% of portfolio