Big Sur Wealth Management LLC Financial Sector Spdr Transaction History
Big Sur Wealth Management LLC
- $319 Million
- Q2 2024
A detailed history of Big Sur Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 66,870 shares of XLF stock, worth $3.02 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
66,870
Previous 66,870
-0.0%
Holding current value
$3.02 Million
Previous $2.82 Million
2.38%
% of portfolio
0.86%
Previous 0.91%
Shares
18 transactions
Others Institutions Holding XLF
# of Institutions
1,729Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.91 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.76 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.16 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$628 Million0.14% of portfolio