All Square Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
All Square Wealth Management LLC
- $174 Million
- Q3 2024
A detailed history of All Square Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,127 shares of XLY stock, worth $263,267. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,127
Previous 1,127
-0.0%
Holding current value
$263,267
Previous $205,000
9.76%
% of portfolio
0.13%
Previous 0.12%
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$4.44 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.01 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$799 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$659 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$606 Million0.17% of portfolio