Cassady Schiller Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 37 shares of XLY stock, worth $8,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 37 -0.0%
Holding current value
$8,675
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$170.9 - $185.02 $6,323 - $6,845
37 New
37 $6,000
Q4 2022

Feb 13, 2023
BUY
$126.26 - $147.57 $12,626 - $14,757
100 New
100 $12,000

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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