Sugarloaf Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 24 shares of XLY stock, worth $4,728. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 24
-0.0%
Holding current value
$4,728
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,461Shares Held
82.4MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$735 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$584 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$526 Million0.2% of portfolio