Falcon Wealth Planning Financial Sector Spdr Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Financial Sector Spdr stock. As of the latest transaction made, Falcon Wealth Planning holds 19,337 shares of XLF stock, worth $801,131. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,337
Previous 19,120
1.13%
Holding current value
$801,131
Previous $718,000
13.37%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding XLF
# of Institutions
1,727Shares Held
701MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$5.97 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.03 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.48 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$714 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$689 Million0.24% of portfolio