Fiscal Wisdom Wealth Management, LLC Financial Sector Spdr Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 5,086 shares of XLF stock, worth $268,439. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,086Holding current value
$268,439% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,162Shares Held
742MCall Options Held
155MPut Options Held
254M-
Jpmorgan Chase & CO New York, NY133MShares$7.02 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.38 Billion0.33% of portfolio
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Morgan Stanley New York, NY44.5MShares$2.35 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA25.4MShares$1.34 Billion0.28% of portfolio
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Envestnet Asset Management Inc22MShares$1.16 Billion0.37% of portfolio