Kingswood Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,545 shares of XLY stock, worth $1.69 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,545
Previous 8,230
3.83%
Holding current value
$1.69 Million
Previous $1.51 Billion
2.99%
% of portfolio
0.14%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
81.7MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.15 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.1 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$818 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$727 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$562 Million0.13% of portfolio