San Luis Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 1,382 shares of XLY stock, worth $273,083. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,382
Previous 1,381
0.07%
Holding current value
$273,083
Previous $310,000
11.94%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding XLY
# of Institutions
1,442Shares Held
81.2MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.67 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$737 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$585 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$528 Million0.2% of portfolio