Waypoint Wealth Counsel Financial Sector Spdr Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Financial Sector Spdr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 14,769 shares of XLF stock, worth $716,148. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,769Holding current value
$716,148% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.52 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.54 Billion0.28% of portfolio
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Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17.6MShares$854 Million0.18% of portfolio
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Envestnet Asset Management Inc17.1MShares$827 Million0.26% of portfolio