One Wealth Management Investment & Advisory Services, LLC Financial Sector Spdr Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 7,939 shares of XLF stock, worth $331,453. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,939
Previous 7,167
10.77%
Holding current value
$331,453
Previous $269 Million
24.09%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,730Shares Held
701MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$6.02 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.06 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.49 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$720 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$694 Million0.24% of portfolio