Palumbo Wealth Management LLC Utilities Sector Spdr Transaction History
Palumbo Wealth Management LLC
- $259 Million
- Q4 2024
A detailed history of Palumbo Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 3,257 shares of XLU stock, worth $256,879. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,257
Previous 3,234
0.71%
Holding current value
$256,879
Previous $261,000
5.75%
% of portfolio
0.09%
Previous 0.1%
Shares
17 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$1.06 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$801 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$580 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$476 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$441 Million0.18% of portfolio