Smallwood Wealth Investment Management, LLC Select Sector Spdr Tr Communic Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 226 shares of XLC stock, worth $25,802. This represents 0.01% of its overall portfolio holdings.
Number of Shares
226
Previous 226
-0.0%
Holding current value
$25,802
Previous $24,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLC
# of Institutions
1,276Shares Held
203MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$5.01 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$970 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.49MShares$970 Million0.2% of portfolio