Total Wealth Planning & Management, Inc. Consumer Staples Sector Spdr Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,141 shares of XLP stock, worth $238,841. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,141Holding current value
$238,841% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,399Shares Held
179MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio