Lyell Wealth Management, LP Consumer Staples Sector Spdr Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 4,837 shares of XLP stock, worth $367,805. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,837
Previous 4,982
2.91%
Holding current value
$367,805
Previous $380,000
2.63%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding XLP
# of Institutions
1,224Shares Held
171MCall Options Held
8.17MPut Options Held
12.4M-
Bank Of America Corp Charlotte, NC29.2MShares$2.22 Billion0.2% of portfolio
-
Barclays PLC London, X013.7MShares$1.04 Billion0.32% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$949 Million0.16% of portfolio
-
Morgan Stanley New York, NY10.1MShares$769 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY4.84MShares$368 Million0.03% of portfolio