Premier Path Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 48,041 shares of XLY stock, worth $11.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
48,041
Previous 45,534
5.51%
Holding current value
$11.2 Million
Previous $8.31 Billion
15.9%
% of portfolio
1.52%
Previous 1.42%
Shares
4 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