Moulton Wealth Management, Inc Select Sector Spdr Tr Communic Transaction History
Moulton Wealth Management, Inc
- $131 Million
- Q1 2025
A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 21,857 shares of XLC stock, worth $1.98 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
21,857
Previous 21,704
0.7%
Holding current value
$1.98 Million
Previous $2.1 Million
0.43%
% of portfolio
1.6%
Previous 1.63%
Shares
7 transactions
Others Institutions Holding XLC
# of Institutions
1,175Shares Held
184MCall Options Held
3.62MPut Options Held
4.64M-
Bank Of America Corp Charlotte, NC43.4MShares$3.93 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.66MShares$874 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA7.93MShares$718 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.79MShares$615 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.23MShares$473 Million0.21% of portfolio