Lumature Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 4,461 shares of XLY stock, worth $877,478. This represents 0.45% of its overall portfolio holdings.
Number of Shares
4,461
Previous 4,189
6.49%
Holding current value
$877,478
Previous $626,000
20.93%
% of portfolio
0.45%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding XLY
# of Institutions
1,460Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.65 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$998 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$733 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$583 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$525 Million0.2% of portfolio