Napa Wealth Management Spdr S&P Software & Services E Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding XSW
# of Institutions
96Shares Held
1.31MCall Options Held
2KPut Options Held
2K-
Bank Of America Corp Charlotte, NC408KShares$68.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$23 Million0.01% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA73.6KShares$12.3 Million3.04% of portfolio
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Morgan Stanley New York, NY70.2KShares$11.7 Million0.0% of portfolio
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Mc Guire Investment Group, LLC65.9KShares$11 Million1.5% of portfolio