Fonville Wealth Management LLC Financial Sector Spdr Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 5,810 shares of XLF stock, worth $283,237. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,810Holding current value
$283,237% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.56 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.56 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.83 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$858 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$832 Million0.26% of portfolio