Planwiser Financial, LLC Select Sector Spdr Consumer Di Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Planwiser Financial, LLC holds 10,648 shares of XLY stock, worth $2.1 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
10,648Holding current value
$2.1 Million% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,420Shares Held
81.2MCall Options Held
7.42MPut Options Held
17.6M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
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Morgan Stanley New York, NY3.73MShares$735 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$584 Million0.15% of portfolio
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Envestnet Asset Management Inc2.47MShares$488 Million0.16% of portfolio