Mount Yale Investment Advisors, LLC Financial Sector Spdr Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 144,913 shares of XLF stock, worth $7.03 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
144,913
Previous 169,663
14.59%
Holding current value
$7.03 Million
Previous $6.97 Million
5.84%
% of portfolio
0.64%
Previous 0.56%
Shares
27 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.52 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.54 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$854 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$827 Million0.26% of portfolio