Measured Wealth Private Client Group, LLC Consumer Staples Sector Spdr Transaction History
Measured Wealth Private Client Group, LLC
- $309 Million
- Q1 2025
A detailed history of Measured Wealth Private Client Group, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 118,125 shares of XLP stock, worth $8.98 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
118,125
Previous 89,569
31.88%
Holding current value
$8.98 Million
Previous $6.81 Million
31.89%
% of portfolio
2.91%
Previous 2.22%
Shares
14 transactions
Others Institutions Holding XLP
# of Institutions
1,385Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio