Insight Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 41,333 shares of XLY stock, worth $8.14 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
41,333
Previous 48,938
15.54%
Holding current value
$8.14 Million
Previous $11 Million
25.82%
% of portfolio
1.12%
Previous 1.48%
Shares
13 transactions
Others Institutions Holding XLY
# of Institutions
1,463Shares Held
82.4MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$735 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$584 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$526 Million0.2% of portfolio