M3 Advisory Group, LLC Financial Sector Spdr Transaction History
M3 Advisory Group, LLC
- $140 Billion
- Q4 2024
A detailed history of M3 Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 55,037 shares of XLF stock, worth $2.8 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
55,037
Previous 54,356
1.25%
Holding current value
$2.8 Million
Previous $2.46 Billion
7.98%
% of portfolio
1.9%
Previous 1.81%
Shares
5 transactions
Others Institutions Holding XLF
# of Institutions
1,869Shares Held
703MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.84 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.72 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.91 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$895 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$868 Million0.26% of portfolio