New Wave Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,844 shares of XLY stock, worth $901,302. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,844
Previous 6,844
43.83%
Holding current value
$901,302
Previous $1.25 Billion
38.3%
% of portfolio
0.35%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.45 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$802 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$662 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$609 Million0.17% of portfolio