Total Wealth Planning & Management, Inc. Select Sector Spdr Consumer Di Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 1,848 shares of XLY stock, worth $412,473. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,848Holding current value
$412,473% of portfolio
0.33%Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,434Shares Held
115MCall Options Held
6.96MPut Options Held
16M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$6.96 Billion0.88% of portfolio
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Bank Of America Corp Charlotte, NC19.5MShares$4.35 Billion0.32% of portfolio
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Jpmorgan Chase & CO New York, NY5.44MShares$1.21 Billion0.08% of portfolio
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Morgan Stanley New York, NY4.39MShares$980 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$661 Million0.14% of portfolio