Worth Pointe, LLC Utilities Sector Spdr Transaction History

Worth Pointe, LLC

$235 Million
Q3 2024

A detailed history of Worth Pointe, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Worth Pointe, LLC holds 17,279 shares of XLU stock, worth $1.41 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

17,279

Holding current value

$1.41 Million

% of portfolio

0.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$67.67 - $80.78 $1.17 Million - $1.4 Million	17,279 New	17,279 $1.4 Million

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.13 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.09 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$966 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$703 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$458 Million
0.21% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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