First Purpose Wealth LLC Financial Sector Spdr Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, First Purpose Wealth LLC holds 20,078 shares of XLF stock, worth $1.04 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,078
Previous 20,078
-0.0%
Holding current value
$1.04 Million
Previous $754,000
12.07%
% of portfolio
0.31%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,023Shares Held
752MCall Options Held
193MPut Options Held
332M-
Jpmorgan Chase & CO New York, NY109MShares$5.64 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.75 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.93 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio