Fonville Wealth Management LLC Financial Sector Spdr Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 5,810 shares of XLF stock, worth $297,820. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,810Holding current value
$297,820% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,840Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.9 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.75 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.92 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17.6MShares$902 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$875 Million0.26% of portfolio