Mark Sheptoff Financial Planning, LLC Select Sector Spdr Tr Communic Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 214 shares of XLC stock, worth $23,824. This represents 0.01% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$23,824
Previous $23,000
8.7%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio