Institute For Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,761 shares of XLY stock, worth $950,438. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,761
Previous 4,761
-0.0%
Holding current value
$950,438
Previous $875,000
0.8%
% of portfolio
0.12%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding XLY
# of Institutions
1,276Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.18 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.11 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$824 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$733 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$567 Million0.13% of portfolio