Bartlett & Co. Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 35,853 shares of XLY stock, worth $8.32 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
35,853
Previous 35,863
0.03%
Holding current value
$8.32 Million
Previous $7.19 Billion
11.94%
% of portfolio
0.12%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding XLY
# of Institutions
1,350Shares Held
76.8MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.41 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.01 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$794 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$655 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$603 Million0.17% of portfolio