Kiley Juergens Wealth Management, LLC Financial Sector Spdr Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 13,821 shares of XLF stock, worth $701,415. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,821
Previous 13,821
-0.0%
Holding current value
$701,415
Previous $626,000
6.55%
% of portfolio
0.17%
Previous 0.17%
Shares
22 transactions
Others Institutions Holding XLF
# of Institutions
2,034Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.53 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.66 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.87 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.13 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1 Billion0.22% of portfolio