One Ascent Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

One Ascent Wealth Management LLC

  • $192 Million
  • Q2 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 1,167 shares of XLY stock, worth $233,341. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,167
Previous 4,125 71.71%
Holding current value
$233,341
Previous $759,000 71.94%
% of portfolio
0.11%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$169.76 - $184.45 $502,150 - $545,603
-2,958 Reduced 71.71%
1,167 $213,000
Q1 2024

Apr 16, 2024
BUY
$170.9 - $185.02 $300,100 - $324,895
1,756 Added 74.12%
4,125 $759,000
Q4 2023

Jan 11, 2024
BUY
$148.04 - $181.41 $350,706 - $429,760
2,369 New
2,369 $424,000

Others Institutions Holding XLY

# of Institutions
1,278
Shares Held
82.5M
Call Options Held
5.83M
Put Options Held
12.5M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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