Kathleen S. Wright Associates Inc. Financial Sector Spdr Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 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 14,810 shares of XLF stock, worth $762,270. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,810
Previous 14,805
0.03%
Holding current value
$762,270
Previous $670,000
6.72%
% of portfolio
0.29%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding XLF
# of Institutions
1,911Shares Held
710MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.92 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.76 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.93 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$906 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$878 Million0.26% of portfolio