Iams Wealth Management, LLC Financial Sector Spdr Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,446 shares of XLF stock, worth $488,924. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,446Holding current value
$488,924% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,152Shares Held
760MCall Options Held
156MPut Options Held
261M-
Jpmorgan Chase & CO New York, NY150MShares$7.76 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.31 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA25.4MShares$1.32 Billion0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC20.9MShares$1.08 Billion0.39% of portfolio