Waldron Private Wealth LLC Select Sector Spdr Consumer Di Transaction History
Waldron Private Wealth LLC
- $2.4 Billion
- Q3 2024
A detailed history of Waldron Private Wealth LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Waldron Private Wealth LLC holds 1,922 shares of XLY stock, worth $448,979. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,922
Previous 1,922
-0.0%
Holding current value
$448,979
Previous $350,000
10.0%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.44 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.01 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$799 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$659 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$606 Million0.17% of portfolio