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 $233,712. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,758Holding current value
$233,712% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,042Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.35 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.51 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.78 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.09 Billion0.36% of portfolio
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Wells Fargo & Company San Francisco, CA19.8MShares$972 Million0.22% of portfolio