Phillips Financial Management, LLC Select Sector Spdr Consumer Di Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Phillips Financial Management, LLC holds 390 shares of XLY stock, worth $91,443. This represents 0.01% of its overall portfolio holdings.
Number of Shares
390
Previous 390
-0.0%
Holding current value
$91,443
Previous $71,000
9.86%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.45 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$802 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$662 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$609 Million0.17% of portfolio