Turtle Creek Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 63,575 shares of XLY stock, worth $14.7 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
63,575
Previous 2,237
2741.98%
Holding current value
$14.7 Million
Previous $448 Million
3082.1%
% of portfolio
3.29%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,326Shares Held
76.3MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.39 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$792 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$653 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$601 Million0.17% of portfolio