Heritage Oak Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,844 shares of XLY stock, worth $887,579. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,844
Holding current value
$887,579
% of portfolio
0.35%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$170.05 - $200.86 $653,672 - $772,105
3,844 New
3,844 $770 Million

Others Institutions Holding XLY

# of Institutions
1,322
Shares Held
76.9M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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