Independence Wealth Advisors, LLC Utilities Sector Spdr Transaction History
Independence Wealth Advisors, LLC
- $178 Billion
- Q4 2025
A detailed history of Independence Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 16,730 shares of XLU stock, worth $1.48 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
16,730Holding current value
$1.48 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,670Shares Held
158MCall Options Held
14.8MPut Options Held
30.1M-
Bank Of America Corp Charlotte, NC13.6MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY11.3MShares$1 Billion0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.47MShares$752 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.36MShares$653 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA5.63MShares$499 Million0.1% of portfolio