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 $4.98 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
22,699
Previous 23,410
3.04%
Holding current value
$4.98 Million
Previous $3.34 Million
12.11%
% of portfolio
2.86%
Previous 3.54%
Shares
5 transactions
Others Institutions Holding XLY
# of Institutions
1,413Shares Held
83.3MCall Options Held
6.96MPut Options Held
16.1M-
Bank Of America Corp Charlotte, NC19.5MShares$4.27 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.19 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$962 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$649 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.47MShares$542 Million0.16% of portfolio