Horizon Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History
Horizon Wealth Management, LLC
- $539 Million
- Q3 2025
A detailed history of Horizon Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 362,281 shares of XLC stock, worth $40.3 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
362,281
Previous 156,830
131.0%
Holding current value
$40.3 Million
Previous $17 Million
151.96%
% of portfolio
7.95%
Previous 3.23%
Shares
13 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares 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