Agate Pass Investment Management, LLC Select Sector Spdr Consumer Di Transaction History
Agate Pass Investment Management, LLC
- $194 Million
- Q3 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 2,819 shares of XLY stock, worth $660,970. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,819
Previous 1,276
120.92%
Holding current value
$660,970
Previous $232,000
143.1%
% of portfolio
0.29%
Previous 0.13%
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