Successful Portfolios LLC Utilities Sector Spdr Transaction History
Successful Portfolios LLC
- $147 Million
- Q1 2025
A detailed history of Successful Portfolios LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 4,156 shares of XLU stock, worth $323,212. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,156
Previous 4,156
-0.0%
Holding current value
$323,212
Previous $314,000
3.18%
% of portfolio
0.22%
Previous 0.21%
Shares
21 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$790 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$572 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$469 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$435 Million0.18% of portfolio