Occidental Asset Management, LLC Select Sector Spdr Consumer Di Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
A detailed history of Occidental Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Occidental Asset Management, LLC holds 36,697 shares of XLY stock, worth $8.44 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
36,697
Previous 2,564
1331.24%
Holding current value
$8.44 Million
Previous $513,000
1504.68%
% of portfolio
1.29%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding XLY
# of Institutions
1,329Shares Held
76.4MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.37 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$998 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$787 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$649 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$597 Million0.17% of portfolio