Shepherd Financial Partners LLC Select Sector Spdr Consumer Di Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 6,183 shares of XLY stock, worth $1.16 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,183
Previous 6,181
0.03%
Holding current value
$1.16 Million
Previous $1.11 Million
2.81%
% of portfolio
0.15%
Previous 0.16%
Shares
23 transactions
Others Institutions Holding XLY
# of Institutions
1,266Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.91 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$760 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$641 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$546 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$448 Million0.17% of portfolio