Precedent Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,809 shares of XLY stock, worth $403,425. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,809
Previous 1,809
-0.0%
Holding current value
$403,425
Previous $330 Million
9.85%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,300Shares Held
76MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.23 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$968 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$763 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$629 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$579 Million0.17% of portfolio