Org Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
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 $7,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 31
-0.0%
Holding current value
$7,157
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,499Shares Held
88.7MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio