Trinity Point Wealth, LLC Consumer Staples Sector Spdr Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 49,958 shares of XLP stock, worth $3.8 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
49,958
Previous 42,384
17.87%
Holding current value
$3.8 Million
Previous $3.22 Million
17.88%
% of portfolio
0.55%
Previous 0.47%
Shares
19 transactions
Others Institutions Holding XLP
# of Institutions
1,385Shares Held
175MCall 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
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio