Balanced Wealth Group LLC Consumer Staples Sector Spdr Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,404 shares of XLP stock, worth $258,840. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,404
Previous 3,386
0.53%
Holding current value
$258,840
Previous $267 Million
3.95%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding XLP
# of Institutions
1,358Shares Held
174MCall Options Held
8.73MPut Options Held
15.5M-
Bank Of America Corp Charlotte, NC29MShares$2.21 Billion0.19% of portfolio
-
Morgan Stanley New York, NY9.52MShares$724 Million0.05% of portfolio
-
Barclays PLC London, X07.76MShares$590 Million0.17% of portfolio
-
Goldman Sachs Group Inc New York, NY7.71MShares$587 Million0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY7.48MShares$569 Million0.05% of portfolio