One Ascent Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024

A detailed history of One Ascent Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,125 shares of XLY stock, worth $752,400. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,125
Previous 2,369 74.12%
Holding current value
$752,400
Previous $424,000 79.01%
% of portfolio
0.29%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$170.9 - $185.02 $300,100 - $324,895
1,756 Added 74.12%
4,125 $759,000
Q4 2023

Jan 11, 2024
BUY
$148.04 - $181.41 $350,706 - $429,760
2,369 New
2,369 $424,000

Others Institutions Holding XLY

# of Institutions
1,265
Shares Held
82.5M
Call Options Held
9.96M
Put Options Held
13.9M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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