Legacy Wealth Asset Management, LLC Financial Sector Spdr Transaction History
Legacy Wealth Asset Management, LLC
- $324 Million
- Q4 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 11,392 shares of XLF stock, worth $579,283. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,392
Previous 11,590
1.71%
Holding current value
$579,283
Previous $525,000
4.76%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,869Shares Held
703MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.84 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.72 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.91 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$895 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$868 Million0.26% of portfolio