Legacy Wealth Planning, LLC Consumer Staples Sector Spdr Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 3,374 shares of XLP stock, worth $256,558. This represents 0.37% of its overall portfolio holdings.
Number of Shares
3,374
Previous 3,474
2.88%
Holding current value
$256,558
Previous $251,000
10.36%
% of portfolio
0.37%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding XLP
# of Institutions
1,311Shares Held
172MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
-
Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio