Total Wealth Planning & Management, Inc. Select Sector Spdr Consumer Di Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 1,342 shares of XLY stock, worth $289,818. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,342Holding current value
$289,818% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,454Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.01 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$805 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$640 Million0.15% of portfolio
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Envestnet Asset Management Inc2.67MShares$577 Million0.2% of portfolio