Alteri Wealth LLC Financial Sector Spdr Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Alteri Wealth LLC holds 19,734 shares of XLF stock, worth $1.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

19,734

Holding current value

$1.01 Million

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $885,859 - $1.01 Million	19,734 New	19,734 $954 Million

Others Institutions Holding XLF

# of Institutions

2,031

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

Jpmorgan Chase & CO New York, NY

109M
Shares

$5.6 Billion
0.43% of portfolio
Bank Of America Corp Charlotte, NC

91.8M
Shares

$4.72 Billion
0.38% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.91 Billion
0.2% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.14 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$1.02 Billion
0.22% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Alteri Wealth LLC Financial Sector Spdr Transaction History