Frg Family Wealth Advisors LLC Financial Sector Spdr Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,838Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.76 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.67 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.88 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$885 Million0.18% of portfolio
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Envestnet Asset Management Inc17.1MShares$858 Million0.26% of portfolio