Kapstone Financial Advisors LLC Financial Sector Spdr Transaction History
Kapstone Financial Advisors LLC
- $165 Billion
- Q3 2024
A detailed history of Kapstone Financial Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 4,924 shares of XLF stock, worth $244,673. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,924
Previous 4,924
-0.0%
Holding current value
$244,673
Previous $202 Million
9.83%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,836Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.68 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.63 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.86 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$875 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$848 Million0.26% of portfolio