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 $978,802. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,078
Previous 20,078
-0.0%
Holding current value
$978,802
Previous $754,000
12.07%
% of portfolio
0.31%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.56 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.56 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.83 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$858 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$832 Million0.26% of portfolio