Atlantic Private Wealth, LLC Select Sector Spdr Consumer Di Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q4 2024
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 $124,177. This represents 0.1% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$124,177
Previous $115,000
12.17%
% of portfolio
0.1%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,454Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.01 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$805 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$640 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$577 Million0.2% of portfolio