Smart Wealth LLC Select Sector Spdr Consumer Di Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Smart Wealth LLC holds 7,471 shares of XLY stock, worth $1.73 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
7,471
Previous 5,282
41.44%
Holding current value
$1.73 Million
Previous $1.06 Billion
58.38%
% of portfolio
0.6%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,336Shares Held
76.6MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.4 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.01 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$792 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$654 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$601 Million0.17% of portfolio