Sage View Advisory Group, LLC Financial Sector Spdr Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 6,864 shares of XLF stock, worth $325,490. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,864
Previous 6,203
10.66%
Holding current value
$325,490
Previous $281 Million
17.99%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding XLF
# of Institutions
2,045Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.17 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.35 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.68 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.05 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$938 Million0.22% of portfolio