Capital Advisors Wealth Management, LLC Consumer Staples Sector Spdr Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 36,472 shares of XLP stock, worth $2.77 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
36,472
Previous 35,155
3.75%
Holding current value
$2.77 Million
Previous $2.67 Million
3.74%
% of portfolio
0.5%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,354Shares Held
175MCall Options Held
8.73MPut Options Held
15.5M-
Bank Of America Corp Charlotte, NC29MShares$2.21 Billion0.19% of portfolio
-
Morgan Stanley New York, NY9.52MShares$724 Million0.05% of portfolio
-
Barclays PLC London, X07.76MShares$590 Million0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY7.71MShares$587 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY7.48MShares$569 Million0.05% of portfolio