Iam Advisory, LLC Utilities Sector Spdr Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

A detailed history of Iam Advisory, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 2,572 shares of XLU stock, worth $200,976. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,572

Holding current value

$200,976

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$67.67 - $80.78 $174,047 - $207,766	2,572 New	2,572 $207,000

Others Institutions Holding XLU

# of Institutions

1,426

Shares Held

167M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.1 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$926 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$864 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$597 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$385 Million
0.17% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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