Atlantic Edge Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Atlantic Edge Private Wealth Management, LLC

$329 Billion
Q3 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 443 shares of XLY stock, worth $98,478. This represents 0.03% of its overall portfolio holdings.

Number of Shares

443

Previous 360 23.06%

Holding current value

$98,478

Previous $65.7 Million 35.18%

% of portfolio

0.03%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$170.05 - $200.86 $14,114 - $16,671	83 Added 23.06%	443 $88.8 Million
Q2 2024 Jul 26, 2024	SELL	$169.76 - $184.45 $11,034 - $11,989	-65 Reduced 15.29%	360 $65.7 Million
Q1 2024 May 08, 2024	SELL	$170.9 - $185.02 $25,635 - $27,753	-150 Reduced 26.09%	425 $78.2 Million
Q4 2023 Feb 08, 2024	BUY	$148.04 - $181.41 $85,123 - $104,310	575 New	575 $103 Million

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Atlantic Edge Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History