Atlantic Private Wealth, LLC Select Sector Spdr Consumer Di Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 575 shares of XLY stock, worth $132,761. This represents 0.09% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$132,761
Previous $124,000
10.48%
% of portfolio
0.09%
Previous 0.09%
Shares
1 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