Dynamic Wealth Strategies, LLC Financial Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 5,666 shares of XLF stock, worth $252,250. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,666
Previous 5,846
3.08%
Holding current value
$252,250
Previous $246,000
5.28%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,728Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.81 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.22 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.74 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.14 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$619 Million0.14% of portfolio