Paragon Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Paragon Private Wealth Management, LLC
- $204 Million
- Q1 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 1,381 shares of XLY stock, worth $292,288. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,381Holding current value
$292,288% of portfolio
0.13%Shares
1 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
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Morgan Stanley New York, NY4.39MShares$929 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$627 Million0.14% of portfolio
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Envestnet Asset Management Inc2.47MShares$524 Million0.16% of portfolio