Beacon Financial Advisory LLC Select Sector Spdr Consumer Di Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,623 shares of XLY stock, worth $1.07 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,623
Previous 6,047
7.01%
Holding current value
$1.07 Million
Previous $1.08 Million
4.35%
% of portfolio
0.54%
Previous 0.54%
Shares
17 transactions
Others Institutions Holding XLY
# of Institutions
1,271Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.96 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$769 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$648 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$553 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$453 Million0.17% of portfolio