Whalen Wealth Management Inc. Select Sector Spdr Tr Communic Transaction History
Whalen Wealth Management Inc.
- $135 Billion
- Q1 2024
A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,687 shares of XLC stock, worth $411,331. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,687
Previous 4,017
16.68%
Holding current value
$411,331
Previous $292 Million
31.13%
% of portfolio
0.28%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding XLC
# of Institutions
981Shares Held
197MCall Options Held
1.9MPut Options Held
3.86M-
Bank Of America Corp Charlotte, NC46.6MShares$4.09 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY8.66MShares$760 Million0.06% of portfolio
-
Barclays PLC London, X08.34MShares$732 Million0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$596 Million0.14% of portfolio
-
Morgan Stanley New York, NY6.34MShares$556 Million0.04% of portfolio