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 $767,158. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,810
Previous 14,805
0.03%
Holding current value
$767,158
Previous $670,000
6.72%
% of portfolio
0.29%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding XLF
# of Institutions
2,023Shares Held
752MCall Options Held
193MPut Options Held
332M-
Jpmorgan Chase & CO New York, NY109MShares$5.64 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.75 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.93 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio