Centric Wealth Management Select Sector Spdr Tr Communic Transaction History
Centric Wealth Management
- $357 Million
- Q1 2025
A detailed history of Centric Wealth Management transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Centric Wealth Management holds 13,909 shares of XLC stock, worth $1.5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
13,909
Previous 32,033
56.58%
Holding current value
$1.5 Million
Previous $3.1 Million
56.76%
% of portfolio
0.38%
Previous 0.89%
Shares
7 transactions
Others Institutions Holding XLC
# of Institutions
1,250Shares Held
346MCall Options Held
2.97MPut Options Held
2.93M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$16.2 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43MShares$4.63 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.05 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$915 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.29MShares$893 Million0.19% of portfolio