Philip James Wealth Mangement, LLC Financial Sector Spdr Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 15,560 shares of XLF stock, worth $689,152. This represents 0.43% of its overall portfolio holdings.
Number of Shares
15,560
Previous 15,548
0.08%
Holding current value
$689,152
Previous $655 Million
2.32%
% of portfolio
0.43%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,727Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.77 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.2 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.73 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.13 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$616 Million0.14% of portfolio