Cardinal Point Wealth Management Partners, LLC Select Sector Spdr Consumer Di Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 3,105 shares of XLY stock, worth $677,200. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,105Holding current value
$677,200% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,294Shares Held
76.7MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.14 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$947 Million0.07% of portfolio
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Morgan Stanley New York, NY3.42MShares$746 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA2.82MShares$616 Million0.13% of portfolio
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Envestnet Asset Management Inc2.6MShares$566 Million0.17% of portfolio