Heartwood Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,105 shares of XLY stock, worth $405,086. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,105
Previous 2,098
0.33%
Holding current value
$405,086
Previous $385,000
0.52%
% of portfolio
0.05%
Previous 0.05%
Shares
19 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