Roberts Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 6,317 shares of XLY stock, worth $1.26 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
6,317
Previous 6,374
0.89%
Holding current value
$1.26 Million
Previous $1.16 Million
8.86%
% of portfolio
0.43%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding XLY
# of Institutions
1,276Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.18 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.11 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$824 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$733 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$567 Million0.13% of portfolio