Powell Investment Advisors, LLC Financial Sector Spdr Transaction History
Powell Investment Advisors, LLC
- $211 Million
- Q3 2024
A detailed history of Powell Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 16,012 shares of XLF stock, worth $784,427. This represents 0.34% of its overall portfolio holdings.
Number of Shares
16,012
Previous 15,993
0.12%
Holding current value
$784,427
Previous $657,000
10.35%
% of portfolio
0.34%
Previous 0.34%
Shares
17 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