Milestone Asset Management, LLC Select Sector Spdr Consumer Di Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 2024
A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Milestone Asset Management, LLC holds 1,542 shares of XLY stock, worth $361,552. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,542
Previous 1,315
17.26%
Holding current value
$361,552
Previous $240 Million
28.88%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.45 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$802 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$662 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$609 Million0.17% of portfolio