Gradient Capital Advisors, LLC Utilities Sector Spdr Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 3,048 shares of XLU stock, worth $243,230. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,048
Previous 3,048
-0.0%
Holding current value
$243,230
Previous $246,000
6.5%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,543Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.07 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$810 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$587 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$482 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$446 Million0.18% of portfolio