Legacy Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History
Legacy Wealth Management, Inc
- $1.5 Billion
- Q1 2025
A detailed history of Legacy Wealth Management, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 1,725 shares of XLY stock, worth $368,805. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,725
Previous 1,739
0.81%
Holding current value
$368,805
Previous $390,000
12.82%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,412Shares Held
83.3MCall Options Held
6.96MPut Options Held
16.1M-
Bank Of America Corp Charlotte, NC19.5MShares$4.16 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.16 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$939 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$633 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.47MShares$529 Million0.16% of portfolio