Loveless Wealth Management LLC Financial Sector Spdr Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 66,956 shares of XLF stock, worth $3.43 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
66,956
Previous 66,566
0.59%
Holding current value
$3.43 Million
Previous $2.55 Million
17.44%
% of portfolio
1.38%
Previous 1.44%
Shares
11 transactions
Others Institutions Holding XLF
# of Institutions
1,888Shares Held
707MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.9 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.75 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.92 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$903 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$875 Million0.26% of portfolio