Three Bridge Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Three Bridge Wealth Advisors, LLC
- $283 Million
- Q4 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,027 shares of XLY stock, worth $202,781. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,027
Previous 1,027
-0.0%
Holding current value
$202,781
Previous $205,000
12.2%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,462Shares 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$736 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$585 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$527 Million0.2% of portfolio