Agate Pass Investment Management, LLC Select Sector Spdr Consumer Di Transaction History
Agate Pass Investment Management, LLC
- $215 Million
- Q4 2024
A detailed history of Agate Pass Investment Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 7,828 shares of XLY stock, worth $1.69 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
7,828
Previous 2,819
177.69%
Holding current value
$1.69 Million
Previous $564,000
211.35%
% of portfolio
0.82%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,451Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.02 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$807 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$641 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$578 Million0.2% of portfolio