Milestones Private Investment Advisors LLC Financial Sector Spdr Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 3,863 shares of XLF stock, worth $199,948. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,863Holding current value
$199,948% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,152Shares Held
760MCall Options Held
156MPut Options Held
261M-
Jpmorgan Chase & CO New York, NY150MShares$7.76 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.31 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA25.4MShares$1.32 Billion0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.9MShares$1.08 Billion0.39% of portfolio