All Square Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
All Square Wealth Management LLC
- $172 Million
- Q4 2024
A detailed history of All Square Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,127 shares of XLY stock, worth $222,064. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,127
Previous 1,127
-0.0%
Holding current value
$222,064
Previous $225,000
12.0%
% of portfolio
0.15%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,462Shares Held
82.4MCall 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$526 Million0.2% of portfolio