9258 Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 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 5,136 shares of XLY stock, worth $1.11 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,136
Previous 4,940
3.97%
Holding current value
$1.11 Million
Previous $901,000
14.21%
% of portfolio
0.15%
Previous 0.14%
Shares
22 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
-
Wells Fargo & Company San Francisco, CA2.96MShares$640 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$577 Million0.2% of portfolio