Legacy Wealth Managment, Llc/Id Financial Sector Spdr Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Financial Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 50 shares of XLF stock, worth $2,686. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 912
94.52%
Holding current value
$2,686
Previous $45,000
95.56%
% of portfolio
0.0%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
2,136Shares Held
986MCall Options Held
156MPut Options Held
261M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.3 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$8.06 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.46 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.39 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.37 Billion0.28% of portfolio