Legacy Financial Strategies, LLC Select Sector Spdr Consumer Di Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 2,101 shares of XLY stock, worth $463,942. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,101
Previous 2,101
-0.0%
Holding current value
$463,942
Previous $383,000
9.66%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,300Shares Held
76MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.19 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$959 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$756 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$623 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$573 Million0.17% of portfolio