Avitas Wealth Management LLC Financial Sector Spdr Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 2024
A detailed history of Avitas Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 58,336 shares of XLF stock, worth $2.5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
58,336
Previous 59,387
1.77%
Holding current value
$2.5 Million
Previous $2.23 Million
10.08%
% of portfolio
0.38%
Previous 0.38%
Shares
24 transactions
Others Institutions Holding XLF
# of Institutions
1,736Shares Held
702MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$6.18 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.14 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.53 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$739 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$712 Million0.24% of portfolio