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
1,320Shares Held
168MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
-
Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio