Affinity Wealth Management LLC Financial Sector Spdr Transaction History
Affinity Wealth Management LLC
- $483 Million
- Q1 2025
A detailed history of Affinity Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 652,984 shares of XLF stock, worth $30.5 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
652,984
Previous 639,101
2.17%
Holding current value
$30.5 Million
Previous $30.9 Million
4.03%
% of portfolio
6.66%
Previous 6.04%
Shares
7 transactions
Others Institutions Holding XLF
# of Institutions
2,057Shares Held
762MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.08 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.28 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.64 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$923 Million0.22% of portfolio