Beaird Harris Wealth Management, LLC Financial Sector Spdr Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 20,332 shares of XLF stock, worth $996,064. This represents 0.09% of its overall portfolio holdings.
Number of Shares
20,332
Previous 4,063
400.42%
Holding current value
$996,064
Previous $167,000
451.5%
% of portfolio
0.09%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.59 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.58 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$862 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$836 Million0.26% of portfolio