Vishria Bird Financial Group, LLC Select Sector Spdr Consumer Di Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 4,030 shares of XLY stock, worth $944,914. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,030
Previous 4,030
-0.0%
Holding current value
$944,914
Previous $735,000
9.8%
% of portfolio
0.31%
Previous 0.31%
Shares
2 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