Wt Wealth Management Financial Sector Spdr Transaction History
Wt Wealth Management
- $309 Million
- Q4 2024
A detailed history of Wt Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Wt Wealth Management holds 86,268 shares of XLF stock, worth $4.09 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
86,268
Previous 84,104
2.57%
Holding current value
$4.09 Million
Previous $3.81 Million
9.39%
% of portfolio
1.35%
Previous 0.97%
Shares
14 transactions
Others Institutions Holding XLF
# of Institutions
2,045Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.17 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.35 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.68 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.05 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$938 Million0.22% of portfolio