Modern Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,214 shares of XLY stock, worth $264,773. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,214
Previous 1,213
0.08%
Holding current value
$264,773
Previous $221 Million
9.95%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,294Shares Held
76.7MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.14 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$947 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$746 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$616 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$566 Million0.17% of portfolio