Journey Strategic Wealth LLC Select Sector Spdr Consumer Di Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 1,761 shares of XLY stock, worth $412,901. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,574
11.88%
Holding current value
$412,901
Previous $287,000
22.65%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.45 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$802 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$662 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$609 Million0.17% of portfolio