Jessup Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History
Jessup Wealth Management, Inc
- $234 Billion
- Q1 2024
A detailed history of Jessup Wealth Management, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 38,322 shares of XLY stock, worth $7.25 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
38,322
Previous 35,978
6.52%
Holding current value
$7.25 Million
Previous $6.43 Billion
9.54%
% of portfolio
3.02%
Previous 3.21%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,267Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.95 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$766 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$646 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$551 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$452 Million0.17% of portfolio