Precedent Wealth Partners, LLC Financial Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 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 $266,028. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,244
Previous 5,244
-0.0%
Holding current value
$266,028
Previous $216 Million
10.24%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,837Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio