Ropes Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 4,272 shares of XLY stock, worth $858,073. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,211
1.45%
Holding current value
$858,073
Previous $715,000
3.92%
% of portfolio
0.13%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
81.5MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.2 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.12 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$829 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$737 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$570 Million0.13% of portfolio