Independent Solutions Wealth Management, LLC Financial Sector Spdr Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Dec 19, 2024	SELL	$30.84 - $38.22 $228,061 - $282,636	-7,395 Closed	0 $0
Q4 2021 Dec 19, 2024	BUY	$37.54 - $40.62 $7,620 - $8,245	203 Added 2.82%	7,395 $289 Million
Q2 2021 Dec 19, 2024	SELL	$34.47 - $38.47 $31,781 - $35,469	-922 Reduced 11.36%	7,192 $264 Million
Q1 2021 Dec 19, 2024	BUY	$28.95 - $34.77 $234,900 - $282,123	8,114 New	8,114 $276 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.61 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.59 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.84 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$864 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$838 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
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