West Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, West Financial Advisors, LLC holds 13,371 shares of XLY stock, worth $2.89 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
13,371Holding current value
$2.89 Million% of portfolio
0.58%Shares
9 transactions
Others Institutions Holding XLY
# of Institutions
1,454Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.01 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$805 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$640 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$577 Million0.2% of portfolio