Lionsbridge Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
Lionsbridge Wealth Management LLC
- $109 Million
- Q4 2024
A detailed history of Lionsbridge Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 4,023 shares of XLY stock, worth $868,807. This represents 0.83% of its overall portfolio holdings.
Number of Shares
4,023
Previous 4,355
7.62%
Holding current value
$868,807
Previous $872,000
3.44%
% of portfolio
0.83%
Previous 0.77%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,454Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.01 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$805 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$640 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$577 Million0.2% of portfolio