Vision Point Advisory Group, LLC Select Sector Spdr Consumer Di Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,747 shares of XLY stock, worth $403,364. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,747
Previous 1,474
18.52%
Holding current value
$403,364
Previous $353,000
14.16%
% of portfolio
0.08%
Previous 0.07%
Shares
3 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