Atlantic Private Wealth, LLC Select Sector Spdr Consumer Di Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 575 shares of XLY stock, worth $122,728. This represents 0.09% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$122,728
Previous $104,000
10.58%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,293Shares Held
76.7MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.05 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$927 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$730 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$602 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$554 Million0.17% of portfolio