Dynamic Wealth Strategies, LLC Select Sector Spdr Tr Communic Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 17,060 shares of XLC stock, worth $1.9 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
17,060
Previous 8,147
109.4%
Holding current value
$1.9 Million
Previous $884,000
128.39%
% of portfolio
1.36%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding XLC
# of Institutions
1,306Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio