New Wave Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,844 shares of XLY stock, worth $879,968. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,844
Previous 6,844
43.83%
Holding current value
$879,968
Previous $1.25 Billion
38.3%
% of portfolio
0.35%
Previous 0.67%
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$4.35 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$994 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$783 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$646 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$594 Million0.17% of portfolio