Source Financial Advisors LLC Select Sector Spdr Consumer Di Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Source Financial Advisors LLC holds 2,048 shares of XLY stock, worth $380,231. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,048
Previous 2,111
2.98%
Holding current value
$380,231
Previous $388,000
3.87%
% of portfolio
0.11%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
80.7MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.87 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$751 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$634 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$540 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$443 Million0.17% of portfolio