Org Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Org Wealth Partners, LLC holds 31 shares of XLY stock, worth $6,694. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$6,694
Previous $6.21 Million
99.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,454Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.01 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$805 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$640 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$577 Million0.2% of portfolio