Mosaic Financial Group, LLC Financial Sector Spdr Transaction History
Mosaic Financial Group, LLC
- $141 Million
- Q3 2024
A detailed history of Mosaic Financial Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 8,499 shares of XLF stock, worth $435,658. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,499
Previous 8,538
0.46%
Holding current value
$435,658
Previous $351,000
9.69%
% of portfolio
0.27%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,840Shares Held
696MCall Options Held
161MPut Options Held
320M-
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$902 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$875 Million0.26% of portfolio