Iam Advisory, LLC Financial Sector Spdr Transaction History
Iam Advisory, LLC
- $400 Million
- Q2 2025
A detailed history of Iam Advisory, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 90,721 shares of XLF stock, worth $4.73 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
90,721
Previous 93,287
2.75%
Holding current value
$4.73 Million
Previous $4.59 Million
3.51%
% of portfolio
1.19%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,134Shares Held
986MCall Options Held
156MPut Options Held
261M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$11.9 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$7.82 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.33 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.32 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.33 Billion0.28% of portfolio