Palumbo Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
Palumbo Wealth Management LLC
- $289 Million
- Q1 2025
A detailed history of Palumbo Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,859 shares of XLY stock, worth $605,107. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,859
Previous 2,975
3.9%
Holding current value
$605,107
Previous $667,000
15.44%
% of portfolio
0.2%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,411Shares Held
83.2MCall Options Held
6.96MPut Options Held
16.1M-
Bank Of America Corp Charlotte, NC19.5MShares$4.12 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.15 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$929 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$627 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.47MShares$524 Million0.16% of portfolio