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
2,152Shares Held
759MCall Options Held
156MPut Options Held
261M-
Jpmorgan Chase & CO New York, NY150MShares$7.76 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.32 Billion0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.9MShares$1.08 Billion0.39% of portfolio