Milestone Asset Management, LLC Select Sector Spdr Consumer Di Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,316 shares of XLY stock, worth $851,158. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,316
Previous 1,542
179.9%
Holding current value
$851,158
Previous $309 Million
213.3%
% of portfolio
0.21%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,462Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$735 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$584 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$527 Million0.2% of portfolio