Sky Oak Wealth, LLC Select Sector Spdr Consumer Di Transaction History
Sky Oak Wealth, LLC
- $417 Million
- Q1 2024
A detailed history of Sky Oak Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,017 shares of XLY stock, worth $376,331. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,017
Previous 2,063
2.23%
Holding current value
$376,331
Previous $368,000
0.54%
% of portfolio
0.09%
Previous 0.1%
Shares
17 transactions
Others Institutions Holding XLY
# of Institutions
1,265Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.89 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$755 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$637 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$543 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$445 Million0.17% of portfolio