Carson Allaria Wealth Management, Ltd. Financial Sector Spdr Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Financial Sector Spdr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 574 shares of XLF stock, worth $27,850. This represents 0.02% of its overall portfolio holdings.
Number of Shares
574
Previous 574
-0.0%
Holding current value
$27,850
Previous $26,000
3.85%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,045Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.29 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.45 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.74 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.08 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$960 Million0.22% of portfolio