Colonial River Wealth Management, LLC Utilities Sector Spdr Transaction History
Colonial River Wealth Management, LLC
- $205 Million
- Q4 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 5,501 shares of XLU stock, worth $429,078. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,501
Previous 5,869
6.27%
Holding current value
$429,078
Previous $474,000
12.24%
% of portfolio
0.2%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding XLU
# of Institutions
1,555Shares Held
153MCall 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, NJ6.06MShares$473 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$436 Million0.18% of portfolio