Precedent Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
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 904 shares of XLY stock, worth $210,107. This represents 0.05% of its overall portfolio holdings.
Number of Shares
904Holding current value
$210,107% of portfolio
0.05%Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,460Shares Held
86.6MCall Options Held
6.62MPut Options Held
11.4M-
Bank Of America Corp Charlotte, NC19.3MShares$4.49 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.26 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.23MShares$1.21 Billion0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.69MShares$624 Million0.12% of portfolio
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Envestnet Asset Management Inc2.26MShares$524 Million0.15% of portfolio