Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Select Sector Spdr Consumer Di Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,780 shares of XLY stock, worth $419,279. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,780
Previous 1,765
0.85%
Holding current value
$419,279
Previous $321,000
10.9%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding XLY
# of Institutions
1,296Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.47 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$806 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$665 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$612 Million0.17% of portfolio