Dynamic Wealth Strategies, LLC Financial Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 5,587 shares of XLF stock, worth $283,428. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,587
Previous 5,666
1.39%
Holding current value
$283,428
Previous $233,000
8.58%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,836Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio