Copia Wealth Management Financial Sector Spdr Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 566 shares of XLF stock, worth $27,801. This represents 0.03% of its overall portfolio holdings.
Number of Shares
566Holding current value
$27,801% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,042Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.35 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.51 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.78 Billion0.2% of portfolio
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Envestnet Asset Management Inc22.2MShares$1.09 Billion0.36% of portfolio
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Wells Fargo & Company San Francisco, CA19.8MShares$972 Million0.22% of portfolio