Morton Brown Family Wealth, LLC Consumer Staples Sector Spdr Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 84 shares of XLP stock, worth $6,387. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 84
-0.0%
Holding current value
$6,387
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,387Shares 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