Silver Oak Wealth Management LLC Financial Sector Spdr Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 5,727 shares of XLF stock, worth $296,773. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,727
Previous 5,727
-0.0%
Holding current value
$296,773
Previous $260 Million
6.64%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,933Shares Held
731MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.97 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.79 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.94 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$912 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$884 Million0.26% of portfolio