Wr Wealth Planners, LLC Financial Sector Spdr Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 209 shares of XLF stock, worth $10,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 209
-0.0%
Holding current value
$10,140
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding XLF
# of Institutions
2,045Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.29 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.45 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.74 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.08 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$960 Million0.22% of portfolio