West Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
West Financial Advisors, LLC
- $525 Million
- Q1 2025
A detailed history of West Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, West Financial Advisors, LLC holds 14,746 shares of XLY stock, worth $2.91 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
14,746
Previous 13,371
10.28%
Holding current value
$2.91 Million
Previous $3 Million
3.13%
% of portfolio
0.55%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding XLY
# of Institutions
1,461Shares Held
82.4MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.66 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$735 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$584 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$526 Million0.2% of portfolio