Principia Wealth Advisory, LLC Select Sector Spdr Consumer Di Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 17 shares of XLY stock, worth $3,925. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17
Previous 14
21.43%
Holding current value
$3,925
Previous $2.74 Million
34.95%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,502Shares Held
89.6MCall 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