San Luis Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
San Luis Wealth Advisors LLC
- $484 Million
- Q3 2024
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 1,364 shares of XLY stock, worth $318,630. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,364
Previous 1,361
0.22%
Holding current value
$318,630
Previous $248,000
10.08%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.44 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.01 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$799 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$659 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$606 Million0.17% of portfolio