Precedent Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 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 $342,606. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,809
Previous 1,809
-0.0%
Holding current value
$342,606
Previous $323 Million
2.84%
% of portfolio
0.14%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.95 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$766 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$646 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$551 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$452 Million0.17% of portfolio