Dynamic Wealth Strategies, LLC Financial Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 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 5,666 shares of XLF stock, worth $278,710. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,666
Previous 5,846
3.08%
Holding current value
$278,710
Previous $246,000
5.28%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,771Shares Held
714MCall 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
-
Morgan Stanley New York, NY39MShares$1.92 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc17.1MShares$839 Million0.26% of portfolio