Halbert Hargrove Global Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,623 shares of XLY stock, worth $346,997. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,623
Previous 1,619
0.25%
Holding current value
$346,997
Previous $363,000
12.12%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding XLY
# of Institutions
1,412Shares Held
83.3MCall Options Held
6.96MPut Options Held
16.1M-
Bank Of America Corp Charlotte, NC19.5MShares$4.16 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.16 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$633 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.47MShares$529 Million0.16% of portfolio