Smart Wealth LLC Select Sector Spdr Consumer Di Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Smart Wealth LLC holds 7,471 shares of XLY stock, worth $1.63 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
7,471
Previous 5,282
41.44%
Holding current value
$1.63 Million
Previous $1.06 Billion
58.38%
% of portfolio
0.6%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,449Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.05 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$814 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$647 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$583 Million0.2% of portfolio