Up Strategic Wealth Investment Advisors LLC Financial Sector Spdr Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 11,809 shares of XLF stock, worth $599,070. This represents 0.6% of its overall portfolio holdings.
Number of Shares
11,809
Previous 11,809
-0.0%
Holding current value
$599,070
Previous $485 Million
10.24%
% of portfolio
0.6%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,840Shares Held
696MCall 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