Biltmore Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Biltmore Wealth Management, LLC
- $242 Million
- Q3 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 105,902 shares of XLY stock, worth $24.9 Million. This represents 8.78% of its overall portfolio holdings.
Number of Shares
105,902
Previous 107,164
1.18%
Holding current value
$24.9 Million
Previous $19.5 Million
8.56%
% of portfolio
8.78%
Previous 8.49%
Shares
27 transactions
Others Institutions Holding XLY
# of Institutions
1,296Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.47 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$806 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$665 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$612 Million0.17% of portfolio