Davies Financial Advisors, Inc. Select Sector Spdr Consumer Di Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 4,924 shares of XLY stock, worth $1.1 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
4,924
Previous 5,233
5.9%
Holding current value
$1.1 Million
Previous $1.05 Billion
5.36%
% of portfolio
0.94%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,449Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$4.16 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$836 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$664 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$599 Million0.2% of portfolio