Long View Wealth Management Financial Sector Spdr Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Long View Wealth Management holds 7,317 shares of XLF stock, worth $358,459. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,317
Previous 7,313
0.05%
Holding current value
$358,459
Previous $301 Million
10.29%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.59 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.58 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$862 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$836 Million0.26% of portfolio