Collaborative Wealth Managment Inc. Financial Sector Spdr Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 14,009 shares of XLF stock, worth $689,382. This represents 0.32% of its overall portfolio holdings.
Number of Shares
14,009
Previous 13,992
0.12%
Holding current value
$689,382
Previous $634,000
6.78%
% of portfolio
0.32%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding XLF
# of Institutions
2,044Shares Held
761MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.36 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.52 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.78 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.09 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$974 Million0.22% of portfolio