Harrison & CO Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 22,699 shares of XLY stock, worth $5.2 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
22,699
Previous 23,410
3.04%
Holding current value
$5.2 Million
Previous $3.34 Million
12.11%
% of portfolio
2.86%
Previous 3.54%
Shares
5 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.35 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$994 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$783 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$646 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$594 Million0.17% of portfolio