Massachusetts Wealth Management Financial Sector Spdr Transaction History
Massachusetts Wealth Management
- $159 Billion
- Q3 2024
A detailed history of Massachusetts Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Massachusetts Wealth Management holds 66,381 shares of XLF stock, worth $3.37 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
66,381
Previous 64,236
3.34%
Holding current value
$3.37 Million
Previous $2.64 Billion
13.92%
% of portfolio
1.9%
Previous 1.77%
Shares
8 transactions
Others Institutions Holding XLF
# of Institutions
1,837Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio