Dougherty Wealth Advisers LLC Consumer Staples Sector Spdr Transaction History
Dougherty Wealth Advisers LLC
- $154 Million
- Q3 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 5,882 shares of XLP stock, worth $447,267. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,882
Previous 5,882
-0.0%
Holding current value
$447,267
Previous $447,000
-0.0%
% of portfolio
0.29%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,384Shares Held
205MCall Options Held
5.46MPut Options Held
43.2M-
Bank Of America Corp Charlotte, NC26.6MShares$2.02 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$948 Million0.12% of portfolio
-
Morgan Stanley New York, NY9.96MShares$757 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$740 Million0.05% of portfolio
-
Barclays PLC London, X08.79MShares$668 Million0.08% of portfolio