Iam Advisory, LLC Financial Sector Spdr Transaction History
Iam Advisory, LLC
- $427 Million
- Q4 2025
A detailed history of Iam Advisory, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 91,750 shares of XLF stock, worth $4.81 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
91,750
Previous 91,044
0.78%
Holding current value
$4.81 Million
Previous $4.9 Million
1.88%
% of portfolio
1.13%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
2,164Shares Held
765MCall Options Held
132MPut Options Held
244M-
Jpmorgan Chase & CO New York, NY133MShares$6.98 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC84.7MShares$4.44 Billion0.32% of portfolio
-
Morgan Stanley New York, NY47.4MShares$2.49 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA38MShares$1.99 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.2MShares$1.27 Billion0.41% of portfolio