Circle Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Circle Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Circle Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Circle Wealth Management, LLC holds 1,607 shares of XLY stock, worth $350,952. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,607Holding current value
$350,952% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,449Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.05 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$814 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$647 Million0.15% of portfolio
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Envestnet Asset Management Inc2.67MShares$583 Million0.2% of portfolio