Cassady Schiller Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 37 shares of XLY stock, worth $8,346. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37
Previous 37
-0.0%
Holding current value
$8,346
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,375Shares Held
78.2MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.28 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$979 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$772 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$637 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$586 Million0.17% of portfolio