Legacy Capital Wealth Partners, LLC Utilities Sector Spdr Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 6,628 shares of XLU stock, worth $500,944. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,628
Previous 4,116
61.03%
Holding current value
$500,944
Previous $280,000
91.07%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLU
# of Institutions
1,486Shares Held
168MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.05 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.01 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$652 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$425 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$393 Million0.69% of portfolio