Dumont & Blake Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History
Dumont & Blake Investment Advisors LLC
- $330 Million
- Q1 2024
A detailed history of Dumont & Blake Investment Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 4,041 shares of XLY stock, worth $758,778. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,041
Previous 3,348
20.7%
Holding current value
$758,778
Previous $599,000
24.04%
% of portfolio
0.23%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,266Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.91 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$760 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$641 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$546 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$448 Million0.17% of portfolio