Williams Jones Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,000 shares of XLY stock, worth $883,280. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,035 0.87%
Holding current value
$883,280
Previous $735,000 8.98%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$170.05 - $200.86 $5,951 - $7,030
-35 Reduced 0.87%
4,000 $801,000
Q2 2024

Aug 05, 2024
SELL
$169.76 - $184.45 $145,144 - $157,704
-855 Reduced 17.48%
4,035 $735,000
Q1 2024

May 07, 2024
SELL
$170.9 - $185.02 $12,817 - $13,876
-75 Reduced 1.51%
4,890 $899,000
Q1 2023

May 15, 2023
BUY
$128.39 - $156.16 $9,629 - $11,712
75 Added 1.53%
4,965 $742,000
Q4 2022

Feb 14, 2023
BUY
$126.26 - $147.57 $617,411 - $721,617
4,890 New
4,890 $631,000

Others Institutions Holding XLY

# of Institutions
1,300
Shares Held
76M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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