Holistic Financial Partners Financial Sector Spdr Transaction History
Holistic Financial Partners
- $237 Million
- Q3 2025
A detailed history of Holistic Financial Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Holistic Financial Partners holds 3,796 shares of XLF stock, worth $200,352. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,796Holding current value
$200,352% of portfolio
0.09%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
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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