Iht Wealth Management, LLC Utilities Sector Spdr Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 86,243 shares of XLU stock, worth $6.67 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
86,243
Previous 75,453
14.3%
Holding current value
$6.67 Million
Previous $6.1 Million
7.09%
% of portfolio
0.22%
Previous 0.18%
Shares
30 transactions
Others Institutions Holding XLU
# of Institutions
1,551Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$786 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$569 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$467 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$432 Million0.18% of portfolio