Phillips Wealth Planners LLC Select Sector Spdr Tr Communic Transaction History
Phillips Wealth Planners LLC
- $120 Billion
- Q3 2025
A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 11,007 shares of XLC stock, worth $1.23 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
11,007
Previous 11,369
3.18%
Holding current value
$1.23 Million
Previous $1.21 Billion
5.64%
% of portfolio
1.06%
Previous 1.1%
Shares
12 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio