Key Client Fiduciary Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 1,227 shares of XLY stock, worth $233,154. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,227
Previous 1,398
12.23%
Holding current value
$233,154
Previous $249,000
9.64%
% of portfolio
0.13%
Previous 0.16%
Shares
10 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