Precedent Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,809 shares of XLY stock, worth $419,995. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,809
Previous 1,809 -0.0%
Holding current value
$419,995
Previous $362 Million 11.97%
% of portfolio
0.13%
Previous 0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
BUY
$148.04 - $181.41 $267,804 - $328,170
1,809 New
1,809 $323 Million

Others Institutions Holding XLY

# of Institutions
1,350
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
17.7M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email