Moulton Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History
Moulton Wealth Management, Inc
- $118 Million
- Q3 2024
A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 5,081 shares of XLY stock, worth $1.13 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
5,081Holding current value
$1.13 Million% of portfolio
0.86%Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,300Shares Held
76MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.23 Billion0.32% of portfolio
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Jpmorgan Chase & CO New York, NY4.34MShares$968 Million0.07% of portfolio
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Morgan Stanley New York, NY3.42MShares$763 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA2.82MShares$629 Million0.13% of portfolio
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Envestnet Asset Management Inc2.6MShares$579 Million0.17% of portfolio