Comprehensive Wealth Management, LLC Financial Sector Spdr Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 8,115 shares of XLF stock, worth $361,279. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,115Holding current value
$361,279% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,728Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.81 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.22 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.74 Billion0.13% of portfolio
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Barclays PLC London, X025.6MShares$1.14 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$619 Million0.14% of portfolio