Lionsbridge Wealth Management LLC Financial Sector Spdr Transaction History
Lionsbridge Wealth Management LLC
- $120 Million
- Q2 2024
A detailed history of Lionsbridge Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 63,314 shares of XLF stock, worth $2.86 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
63,314
Previous 63,886
0.9%
Holding current value
$2.86 Million
Previous $2.69 Million
3.27%
% of portfolio
2.18%
Previous 2.13%
Shares
14 transactions
Others Institutions Holding XLF
# of Institutions
1,728Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.9 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.76 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.15 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$627 Million0.14% of portfolio