Fourth Dimension Wealth, LLC Select Sector Spdr Consumer Di Transaction History
Fourth Dimension Wealth, LLC
- $262 Billion
- Q3 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 17,276 shares of XLY stock, worth $3.99 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
17,276
Previous 16,519
4.58%
Holding current value
$3.99 Million
Previous $3.59 Billion
15.32%
% of portfolio
1.58%
Previous 1.52%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,497Shares Held
88.1MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio