Dougherty Wealth Advisers LLC Consumer Staples Sector Spdr Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
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 0.35% 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
0.35%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,347Shares Held
169MCall Options Held
13.8MPut Options Held
18.8M-
Bank Of America Corp Charlotte, NC29MShares$2.21 Billion0.19% of portfolio
-
Morgan Stanley New York, NY9.52MShares$724 Million0.05% of portfolio
-
Barclays PLC London, X07.76MShares$590 Million0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY7.71MShares$587 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY7.48MShares$569 Million0.05% of portfolio