Catalyst Wealth Management, LLC Financial Sector Spdr Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 44,482 shares of XLF stock, worth $2.18 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
44,482
Previous 48,533
8.35%
Holding current value
$2.18 Million
Previous $1.66 Billion
13.84%
% of portfolio
1.34%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.61 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.59 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$864 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$838 Million0.26% of portfolio