Milestone Advisory Partners Financial Sector Spdr Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 82,871 shares of XLF stock, worth $4.29 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
82,871
Previous 82,747
0.15%
Holding current value
$4.29 Million
Previous $2.79 Million
1.47%
% of portfolio
2.29%
Previous 2.53%
Shares
13 transactions
Others Institutions Holding XLF
# of Institutions
2,023Shares Held
752MCall Options Held
193MPut Options Held
332M-
Jpmorgan Chase & CO New York, NY109MShares$5.64 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.75 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.93 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio