Phillips Financial Management, LLC Select Sector Spdr Consumer Di Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 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 $85,172. This represents 0.01% of its overall portfolio holdings.
Number of Shares
390
Previous 390
-0.0%
Holding current value
$85,172
Previous $78,000
11.54%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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$4.05 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$814 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$647 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$583 Million0.2% of portfolio