Perissos Private Wealth Management, LLC Utilities Sector Spdr Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,938 shares of XLU stock, worth $231,367. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,938
Previous 2,938
-0.0%
Holding current value
$231,367
Previous $237 Million
6.3%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,552Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.06 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$800 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$579 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$475 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$440 Million0.18% of portfolio