Hillcrest Wealth Advisors Ny, LLC Financial Sector Spdr Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $186 Million
- Q2 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 10,000 shares of XLF stock, worth $456,700. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$456,700
Previous $421,000
2.38%
% of portfolio
0.22%
Previous 0.23%
Shares
21 transactions
Others Institutions Holding XLF
# of Institutions
1,728Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.99 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.3 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.78 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.17 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$635 Million0.14% of portfolio