Dynasty Wealth Management, LLC Utilities Sector Spdr Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 332,051 shares of XLU stock, worth $25.1 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
332,051Holding current value
$25.1 Million% of portfolio
0.81%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,486Shares Held
168MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.05 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.01 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$652 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC5.62MShares$425 Million0.21% of portfolio
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Bessemer Group Inc Woodbridge, NJ5.19MShares$393 Million0.69% of portfolio