Appleton Partners Inc Financial Sector Spdr Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
A detailed history of Appleton Partners Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 24,238 shares of XLF stock, worth $1.13 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
24,238
Previous 26,640
9.02%
Holding current value
$1.13 Million
Previous $1.29 Million
6.29%
% of portfolio
0.09%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding XLF
# of Institutions
2,061Shares 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