Stonehaven Wealth & Tax Solutions, LLC Financial Sector Spdr Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 4,807 shares of XLF stock, worth $249,002. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,807Holding current value
$249,002% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,023Shares Held
752MCall Options Held
193MPut Options Held
332M-
Jpmorgan Chase & CO New York, NY109MShares$5.64 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.75 Billion0.38% of portfolio
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Morgan Stanley New York, NY56.5MShares$2.93 Billion0.2% of portfolio
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Envestnet Asset Management Inc22.2MShares$1.15 Billion0.36% of portfolio
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Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio