Optimum Investment Advisors Financial Sector Spdr Transaction History
Optimum Investment Advisors
- $227 Million
- Q3 2024
A detailed history of Optimum Investment Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 4,573 shares of XLF stock, worth $222,202. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,573
Previous 4,573
-0.0%
Holding current value
$222,202
Previous $187,000
10.7%
% of portfolio
0.09%
Previous 0.09%
Shares
25 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.54 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.55 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$855 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$829 Million0.26% of portfolio