Private Wealth Asset Management, LLC Select Sector Spdr Consumer Di Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 915 shares of XLY stock, worth $211,264. This represents 0.03% of its overall portfolio holdings.
Number of Shares
915
Previous 710
28.87%
Holding current value
$211,264
Previous $154 Million
99.86%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,502Shares Held
88.1MCall Options Held
5.19MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio