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
1,393Shares Held
180MCall Options Held
7.22MPut Options Held
11.7M-
Bank Of America Corp Charlotte, NC27.2MShares$2.07 Billion0.16% of portfolio
-
Morgan Stanley New York, NY10.7MShares$815 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY10.3MShares$781 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A65.25MShares$399 Million0.82% of portfolio