Dynamic Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,800 shares of XLY stock, worth $328,320. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,800
Previous 1,811
0.61%
Holding current value
$328,320
Previous $333,000
1.5%
% of portfolio
0.28%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,268Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$3.82 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.01 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$753 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$670 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$518 Million0.13% of portfolio