Wellington Wealth Strategies, Llc. Financial Sector Spdr Transaction History
Wellington Wealth Strategies, Llc.
- $110 Billion
- Q4 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 4,060 shares of XLF stock, worth $210,308. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,060
Previous 4,564
11.04%
Holding current value
$210,308
Previous $212 Million
1.05%
% of portfolio
0.19%
Previous 0.16%
Shares
4 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
-
Morgan Stanley New York, NY56.5MShares$2.93 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio