Lodestone Wealth Management LLC Consumer Staples Sector Spdr Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 3,580 shares of XLP stock, worth $272,223. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,580
Previous 6,314
43.3%
Holding current value
$272,223
Previous $483 Million
38.55%
% of portfolio
0.15%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding XLP
# of Institutions
1,312Shares Held
172MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
-
Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio