Clientfirst Wealth Management, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History
Clientfirst Wealth Management, LLC
- $96.8 Million
- Q2 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 3,150 shares of XBI stock, worth $332,136. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,150
Previous 3,150
-0.0%
Holding current value
$332,136
Previous $255,000
2.35%
% of portfolio
0.27%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding XBI
# of Institutions
805Shares Held
112MCall Options Held
22.4MPut Options Held
28.8M-
Goldman Sachs Group Inc New York, NY18.1MShares$1.91 Billion0.21% of portfolio
-
Citigroup Inc12.8MShares$1.34 Billion0.54% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A612.1MShares$1.28 Billion2.06% of portfolio
-
Morgan Stanley New York, NY11.4MShares$1.2 Billion0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$1.09 Billion0.07% of portfolio