Biltmore Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Biltmore Wealth Management, LLC
- $239 Million
- Q4 2024
A detailed history of Biltmore Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 105,666 shares of XLY stock, worth $24.4 Million. This represents 9.92% of its overall portfolio holdings.
Number of Shares
105,666
Previous 105,902
0.22%
Holding current value
$24.4 Million
Previous $21.2 Million
11.72%
% of portfolio
9.92%
Previous 8.78%
Shares
28 transactions
Others Institutions Holding XLY
# of Institutions
1,346Shares Held
76.7MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.38 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$790 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$652 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$600 Million0.17% of portfolio