Balboa Wealth Partners Select Sector Spdr Consumer Di Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Balboa Wealth Partners holds 1,709 shares of XLY stock, worth $400,709. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,709
Previous 1,727
1.04%
Holding current value
$400,709
Previous $315,000
8.57%
% of portfolio
0.09%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.45 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$802 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$662 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$609 Million0.17% of portfolio