9258 Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,940 shares of XLY stock, worth $986,172. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,940
Previous 4,837
2.13%
Holding current value
$986,172
Previous $889,000
1.35%
% of portfolio
0.14%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding XLY
# of Institutions
1,276Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.18 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.11 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$824 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$733 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$567 Million0.13% of portfolio