Essex Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Essex Private Wealth Management, LLC
- $34.8 Million
- Q2 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 13,088 shares of XLY stock, worth $2.52 Million. This represents 6.86% of its overall portfolio holdings.
Number of Shares
13,088
Previous 10,937
19.67%
Holding current value
$2.52 Million
Previous $2.01 Million
18.7%
% of portfolio
6.86%
Previous 6.46%
Shares
10 transactions
Others Institutions Holding XLY
# of Institutions
1,268Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.03 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.07 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$794 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$706 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$546 Million0.13% of portfolio