Gratus Wealth Advisors, LLC Financial Sector Spdr Transaction History
Gratus Wealth Advisors, LLC
- $544 Billion
- Q1 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 12,972 shares of XLF stock, worth $555,850. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,972
Previous 13,818
6.12%
Holding current value
$555,850
Previous $520 Million
0.55%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,736Shares Held
702MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$6.18 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.14 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.53 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$739 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$712 Million0.24% of portfolio