Sound View Wealth Advisors Group, LLC Select Sector Spdr Consumer Di Transaction History
Sound View Wealth Advisors Group, LLC
- $1.47 Billion
- Q4 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,859 shares of XLY stock, worth $429,224. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,859
Previous 930
99.89%
Holding current value
$429,224
Previous $222,000
93.24%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,500Shares Held
89.3MCall 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