Regent Peak Wealth Advisors LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,524 shares of XSD stock, worth $852,561. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,524
Previous 3,575
1.43%
Holding current value
$852,561
Previous $884,000
4.3%
% of portfolio
0.19%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding XSD
# of Institutions
229Shares Held
4.57MCall Options Held
20.9KPut Options Held
15.1K-
International Assets Investment Management, LLC Orlando, FL2.06MShares$498 Million0.07% of portfolio
-
Morgan Stanley New York, NY215KShares$52 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC210KShares$50.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$35.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc134KShares$32.4 Million0.01% of portfolio