Principle Wealth Partners LLC Select Sector Spdr Consumer Di Transaction History
Principle Wealth Partners LLC
- $1.56 Billion
- Q3 2025
A detailed history of Principle Wealth Partners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Principle Wealth Partners LLC holds 919 shares of XLY stock, worth $212,187. This represents 0.01% of its overall portfolio holdings.
Number of Shares
919
Previous 1,095
16.07%
Holding current value
$212,187
Previous $237,000
7.17%
% of portfolio
0.01%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding XLY
# of Institutions
1,500Shares Held
88.9MCall 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