Concentrum Wealth Management Utilities Sector Spdr Transaction History
Concentrum Wealth Management
- $284 Billion
- Q4 2024
A detailed history of Concentrum Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concentrum Wealth Management holds 3,267 shares of XLU stock, worth $256,949. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,267
Previous 2,892
12.97%
Holding current value
$256,949
Previous $234 Million
5.84%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding XLU
# of Institutions
1,550Shares 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$799 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$439 Million0.18% of portfolio