One Ascent Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,244 shares of XLY stock, worth $287,289. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,167
6.6%
Holding current value
$287,289
Previous $213,000
16.9%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,341Shares Held
76.7MCall Options Held
7.35MPut Options Held
17.7M-
Bank Of America Corp Charlotte, NC19MShares$4.38 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$790 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$652 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$600 Million0.17% of portfolio