Legacy Wealth Planning, LLC Select Sector Spdr Consumer Di Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,515Shares Held
94.9MCall Options Held
5.51MPut Options Held
12.9M-
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
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Ubs Group Ag3MShares$693 Million0.12% of portfolio
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Migdal Insurance & Financial Holdings Ltd.2.84MShares$656 Million2.92% of portfolio