Phillips Wealth Planners LLC Select Sector Spdr Consumer Di Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,270 shares of XLY stock, worth $629,278. This represents 0.66% of its overall portfolio holdings.
Number of Shares
3,270
Previous 3,261
0.28%
Holding current value
$629,278
Previous $565 Million
10.86%
% of portfolio
0.66%
Previous 0.65%
Shares
7 transactions
Others Institutions Holding XLY
# of Institutions
1,268Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.03 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.07 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$794 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$706 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$546 Million0.13% of portfolio