Precedent Wealth Partners, LLC Financial Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 5,244 shares of XLF stock, worth $226,383. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,244
Previous 5,244
-0.0%
Holding current value
$226,383
Previous $221 Million
2.4%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,729Shares Held
701MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$6.22 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.16 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.54 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$744 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$717 Million0.24% of portfolio