Precedent Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,809 shares of XLY stock, worth $335,388. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,809
Previous 1,809
-0.0%
Holding current value
$335,388
Previous $406 Million
11.99%
% of portfolio
0.1%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,454Shares Held
82MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.44 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$941 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$691 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$549 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$495 Million0.2% of portfolio