Iht Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Iht Wealth Management, LLC holds 40,636 shares of XLY stock, worth $9.3 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
40,636
Previous 44,282
8.23%
Holding current value
$9.3 Million
Previous $8.74 Million
1.01%
% of portfolio
0.26%
Previous 0.29%
Shares
32 transactions
Others Institutions Holding XLY
# of Institutions
1,441Shares Held
118MCall Options Held
6.62MPut Options Held
11.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$7.13 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC19.3MShares$4.42 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.24 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.23MShares$1.2 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$615 Million0.12% of portfolio