Cwc Advisors, Llc. Financial Sector Spdr Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 31,406 shares of XLF stock, worth $1.62 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

31,406

Holding current value

$1.62 Million

% of portfolio

1.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$40.84 - $45.74 $1.28 Million - $1.44 Million	31,406 New	31,406 $1.42 Billion

Others Institutions Holding XLF

# of Institutions

1,900

Shares Held

710M

Call Options Held

160M

Put Options Held

323M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.92 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.76 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.93 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$906 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$878 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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