Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History
Lakeshore Financial Planning, Inc.
- $205 Billion
- Q2 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 404,125 shares of XLF stock, worth $18.2 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
404,125
Previous 396,689
1.87%
Holding current value
$18.2 Million
Previous $16.7 Billion
0.57%
% of portfolio
8.11%
Previous 8.46%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,728Shares 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