Whalen Wealth Management Inc. Select Sector Spdr Consumer Di Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,334 shares of XLY stock, worth $262,397. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,334
Previous 1,319
1.14%
Holding current value
$262,397
Previous $264 Million
13.23%
% of portfolio
0.21%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,460Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.65 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$998 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$733 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$583 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$525 Million0.2% of portfolio