Wilson & Boucher Capital Management, LLC Utilities Sector Spdr Transaction History
Wilson & Boucher Capital Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 30,972 shares of XLU stock, worth $2.37 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
30,972
Previous 31,418
1.42%
Holding current value
$2.37 Million
Previous $2.06 Billion
2.32%
% of portfolio
1.62%
Previous 1.63%
Shares
11 transactions
Others Institutions Holding XLU
# of Institutions
1,364Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.08 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$848 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$586 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$377 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$310 Million5.19% of portfolio