Jfs Wealth Advisors, LLC Financial Sector Spdr Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 72,685 shares of XLF stock, worth $3.39 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
72,685
Previous 72,587
0.14%
Holding current value
$3.39 Million
Previous $3.51 Million
3.19%
% of portfolio
0.25%
Previous 0.24%
Shares
19 transactions
Others Institutions Holding XLF
# of Institutions
2,061Shares Held
762MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.08 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.28 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.64 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$923 Million0.22% of portfolio