Agate Pass Investment Management, LLC Select Sector Spdr Consumer Di Transaction History
Agate Pass Investment Management, LLC
- $215 Million
- Q4 2024
A detailed history of Agate Pass Investment Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 7,828 shares of XLY stock, worth $1.79 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
7,828
Previous 2,819
177.69%
Holding current value
$1.79 Million
Previous $564,000
211.35%
% of portfolio
0.82%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,367Shares Held
76.6MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.35 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$995 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$784 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$647 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$595 Million0.17% of portfolio