Cornerstone Planning Group LLC Select Sector Spdr Consumer Di Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 201 shares of XLY stock, worth $46,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
201
Previous 242
16.94%
Holding current value
$46,063
Previous $48.5 Million
4.09%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding XLY
# of Institutions
1,367Shares Held
76.6MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.35 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$995 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$784 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$647 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$595 Million0.17% of portfolio