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 $1.05 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,078
Previous 20,078
-0.0%
Holding current value
$1.05 Million
Previous $754,000
12.07%
% of portfolio
0.31%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,159Shares Held
765MCall Options Held
132MPut Options Held
244M-
Jpmorgan Chase & CO New York, NY133MShares$6.98 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC84.7MShares$4.44 Billion0.32% of portfolio
-
Morgan Stanley New York, NY47.4MShares$2.49 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA38MShares$1.99 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.2MShares$1.27 Billion0.41% of portfolio