Modera Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
A detailed history of Modera Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,443 shares of XLY stock, worth $273,289. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,439
0.28%
Holding current value
$273,289
Previous $257,000
3.11%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.95 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$766 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$646 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$551 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$452 Million0.17% of portfolio