Avitas Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 2024
A detailed history of Avitas Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Avitas Wealth Management LLC holds 12,179 shares of XLY stock, worth $2.31 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,179
Previous 12,420
1.94%
Holding current value
$2.31 Million
Previous $2.22 Million
0.86%
% of portfolio
0.34%
Previous 0.37%
Shares
24 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.95 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$766 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$646 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$551 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$452 Million0.17% of portfolio