Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History
Moss Adams Wealth Advisors LLC
- $950 Billion
- Q1 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 722,934 shares of XLU stock, worth $56.4 Million. This represents 6.0% of its overall portfolio holdings.
Number of Shares
722,934
Previous 721,541
0.19%
Holding current value
$56.4 Million
Previous $54.6 Billion
4.38%
% of portfolio
6.0%
Previous 5.77%
Shares
5 transactions
Others Institutions Holding XLU
# of Institutions
1,551Shares Held
152MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.05 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$792 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$574 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.06MShares$473 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$436 Million0.18% of portfolio