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 $427,812. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,501
Previous 5,869
6.27%
Holding current value
$427,812
Previous $474,000
12.24%
% of portfolio
0.2%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding XLU
# of Institutions
1,550Shares 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$790 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$572 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$469 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$435 Million0.18% of portfolio