180 Wealth Advisors, LLC Financial Sector Spdr Transaction History
180 Wealth Advisors, LLC
- $629 Million
- Q3 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 5,599 shares of XLF stock, worth $278,830. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,599
Previous 5,599
-0.0%
Holding current value
$278,830
Previous $230,000
10.0%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,838Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.7 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.64 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$877 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$850 Million0.26% of portfolio