Org Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Org Wealth Partners, LLC holds 31 shares of XLY stock, worth $6,992. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$6,992
Previous $6.21 Million
99.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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