Fourth Dimension Wealth, LLC Consumer Staples Sector Spdr Transaction History
Fourth Dimension Wealth, LLC
- $207 Billion
- Q1 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 18,848 shares of XLP stock, worth $1.43 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
18,848
Previous 23,523
19.87%
Holding current value
$1.43 Million
Previous $1.85 Billion
16.76%
% of portfolio
0.74%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,386Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio