Kingswood Wealth Advisors, LLC Utilities Sector Spdr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,010 shares of XLU stock, worth $382,263. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,010Holding current value
$382,263% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,486Shares Held
180MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.06 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.02 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$905 Million0.35% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$658 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$429 Million0.21% of portfolio