West Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
West Financial Advisors, LLC
- $602 Million
- Q3 2025
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 16,066 shares of XLY stock, worth $3.71 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
16,066
Previous 341
4611.44%
Holding current value
$3.71 Million
Previous $74,000
5102.7%
% of portfolio
0.64%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding XLY
# of Institutions
1,497Shares Held
88.1MCall 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