Soa Wealth Advisors, Llc. Select Sector Spdr Consumer Di Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 145 shares of XLY stock, worth $31,782. This represents 0.0% of its overall portfolio holdings.
Number of Shares
145
Previous 147
1.36%
Holding current value
$31,782
Previous $32,000
12.5%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding XLY
# of Institutions
1,413Shares Held
83.3MCall Options Held
6.96MPut Options Held
16.1M-
Bank Of America Corp Charlotte, NC19.5MShares$4.27 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.19 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$962 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$649 Million0.14% of portfolio
-
Envestnet Asset Management Inc2.47MShares$542 Million0.16% of portfolio