Nelson Capital Management, LLC Select Sector Spdr Consumer Di Transaction History
Nelson Capital Management, LLC
- $597 Million
- Q4 2024
A detailed history of Nelson Capital Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Nelson Capital Management, LLC holds 11,823 shares of XLY stock, worth $2.67 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
11,823
Previous 11,704
1.02%
Holding current value
$2.67 Million
Previous $2.35 Million
13.09%
% of portfolio
0.44%
Previous 0.4%
Shares
31 transactions
Others Institutions Holding XLY
# of Institutions
1,375Shares Held
78.2MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.28 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$979 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$772 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$637 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$586 Million0.17% of portfolio