Stonehaven Wealth & Tax Solutions, LLC Financial Sector Spdr Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 4,807 shares of XLF stock, worth $247,031. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,807Holding current value
$247,031% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,033Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.6 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.72 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.91 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.14 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio