Precedent Wealth Partners, LLC Financial Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 5,244 shares of XLF stock, worth $269,908. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,244
Previous 5,244
-0.0%
Holding current value
$269,908
Previous $238 Million
6.64%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,904Shares Held
710MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.92 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.76 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.93 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$906 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$878 Million0.26% of portfolio