Diversify Wealth Management, LLC Financial Sector Spdr Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,777Shares Held
701MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY135MShares$6.62 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.55 Billion0.27% of portfolio
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Morgan Stanley New York, NY39MShares$1.92 Billion0.13% of portfolio
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Barclays PLC London, X025.6MShares$1.26 Billion0.32% of portfolio
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Envestnet Asset Management Inc17.1MShares$839 Million0.26% of portfolio