Perissos Private Wealth Management, LLC Utilities Sector Spdr Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,938 shares of XLU stock, worth $228,811. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,938
Previous 2,938
-0.0%
Holding current value
$228,811
Previous $237 Million
6.3%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,487Shares Held
158MCall Options Held
13.2MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.09 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.04 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$672 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$438 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$405 Million0.69% of portfolio