Whalen Wealth Management Inc. Select Sector Spdr Consumer Di Transaction History
Whalen Wealth Management Inc.
- $126 Billion
- Q2 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 1,306 shares of XLY stock, worth $258,810. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,306
Previous 1,304
0.15%
Holding current value
$258,810
Previous $240 Million
0.64%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
81.7MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.15 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.1 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$818 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$727 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$562 Million0.13% of portfolio