Kathleen S. Wright Associates Inc. Financial Sector Spdr Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 14,801 shares of XLF stock, worth $667,673. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,801
Previous 15,037
1.57%
Holding current value
$667,673
Previous $633,000
3.95%
% of portfolio
0.27%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding XLF
# of Institutions
1,729Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.9 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.76 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.15 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$627 Million0.14% of portfolio