Essex Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 13,362 shares of XLY stock, worth $2.64 Million. This represents 7.09% of its overall portfolio holdings.
Number of Shares
13,362
Previous 13,088
2.09%
Holding current value
$2.64 Million
Previous $2.39 Million
12.15%
% of portfolio
7.09%
Previous 6.86%
Shares
11 transactions
Others Institutions Holding XLY
# of Institutions
1,461Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$735 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$584 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$527 Million0.2% of portfolio