Beacon Bridge Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 2,261 shares of XLY stock, worth $412,406. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,261
Previous 1,933 16.97%
Holding current value
$412,406
Previous $355 Million 16.02%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$169.76 - $184.45 $55,681 - $60,499
328 Added 16.97%
2,261 $412 Million
Q1 2024

May 03, 2024
SELL
$170.9 - $185.02 $4,785 - $5,180
-28 Reduced 1.43%
1,933 $355 Million
Q4 2023

Feb 09, 2024
BUY
$148.04 - $181.41 $290,306 - $355,745
1,961 New
1,961 $351 Million

Others Institutions Holding XLY

# of Institutions
1,268
Shares Held
81.5M
Call Options Held
5.83M
Put Options Held
12.5M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email