Legacy Wealth Asset Management, LLC Financial Sector Spdr Transaction History
Legacy Wealth Asset Management, LLC
- $337 Million
- Q3 2024
A detailed history of Legacy Wealth Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 11,590 shares of XLF stock, worth $569,184. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,590
Previous 11,590
-0.0%
Holding current value
$569,184
Previous $476,000
10.29%
% of portfolio
0.16%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.61 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.59 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$864 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$838 Million0.26% of portfolio