Elevate Wealth Advisory, Inc Select Sector Spdr Consumer Di Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 90 shares of XLY stock, worth $20,780. This represents 0.02% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$20,780
Previous $19.6 Million
10.26%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,500Shares Held
88.8MCall 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