Affinity Wealth Management LLC Financial Sector Spdr Transaction History
Affinity Wealth Management LLC
- $511 Million
- Q4 2024
A detailed history of Affinity Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 639,101 shares of XLF stock, worth $32.8 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
639,101
Previous 632,573
1.03%
Holding current value
$32.8 Million
Previous $28.7 Million
7.74%
% of portfolio
6.04%
Previous 5.64%
Shares
6 transactions
Others Institutions Holding XLF
# of Institutions
1,888Shares Held
707MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.9 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.75 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.92 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$903 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$875 Million0.26% of portfolio