Biltmore Wealth Management, LLC Utilities Sector Spdr Transaction History
Biltmore Wealth Management, LLC
- $234 Million
- Q1 2025
A detailed history of Biltmore Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 154,058 shares of XLU stock, worth $12 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
154,058
Previous 154,427
0.24%
Holding current value
$12 Million
Previous $11.7 Million
2.78%
% of portfolio
5.13%
Previous 4.89%
Shares
29 transactions
Others Institutions Holding XLU
# of Institutions
1,551Shares Held
152MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.05 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$792 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$574 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$471 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$436 Million0.18% of portfolio