Iht Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Iht Wealth Management, LLC holds 40,486 shares of XLY stock, worth $9.35 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
40,486
Previous 40,636
0.37%
Holding current value
$9.35 Million
Previous $8.83 Million
9.86%
% of portfolio
0.26%
Previous 0.26%
Shares
33 transactions
Others Institutions Holding XLY
# of Institutions
1,502Shares Held
89.6MCall 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