Intrepid Financial Planning Group LLC Financial Sector Spdr Transaction History
Intrepid Financial Planning Group LLC
- $224 Million
- Q2 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 42,343 shares of XLF stock, worth $2.27 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
42,343
Previous 43,720
3.15%
Holding current value
$2.27 Million
Previous $2.18 Million
1.84%
% of portfolio
0.99%
Previous 1.06%
Shares
13 transactions
Others Institutions Holding XLF
# of Institutions
2,136Shares Held
986MCall Options Held
156MPut Options Held
261M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.2 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$8.03 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.44 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.38 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.36 Billion0.28% of portfolio