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 $803,472. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,844
Previous 6,844
43.83%
Holding current value
$803,472
Previous $1.25 Billion
38.3%
% of portfolio
0.35%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,281Shares Held
83.2MCall Options Held
5.83MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC20.9MShares$4.37 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.16 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$863 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$767 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$593 Million0.13% of portfolio