Capital Advisors Wealth Management, LLC Financial Sector Spdr Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,758 shares of XLF stock, worth $244,894. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,758Holding current value
$244,894% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,900Shares Held
710MCall Options Held
160MPut Options Held
323M-
Jpmorgan Chase & CO New York, NY135MShares$6.92 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.76 Billion0.28% of portfolio
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Morgan Stanley New York, NY37.5MShares$1.93 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17.6MShares$906 Million0.18% of portfolio
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Envestnet Asset Management Inc17.1MShares$878 Million0.26% of portfolio