Sax Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 16,262 shares of XLP stock, worth $1.24 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,262
Previous 7,592
114.2%
Holding current value
$1.24 Million
Previous $577,000
114.21%
% of portfolio
0.07%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,383Shares Held
206MCall Options Held
5.46MPut Options Held
43.2M-
Bank Of America Corp Charlotte, NC26.6MShares$2.02 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$948 Million0.12% of portfolio
-
Morgan Stanley New York, NY9.96MShares$757 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$740 Million0.05% of portfolio
-
Barclays PLC London, X08.79MShares$668 Million0.08% of portfolio