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
1,403Shares Held
184MCall Options Held
7.22MPut Options Held
11.7M-
Bank Of America Corp Charlotte, NC27.2MShares$2.07 Billion0.16% of portfolio
-
Morgan Stanley New York, NY10.7MShares$815 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY10.3MShares$781 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A65.25MShares$399 Million0.82% of portfolio