Paradigm, Strategies In Wealth Management, LLC Financial Sector Spdr Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$35.11 - $39.0 $18,959 - $21,060	-540 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$34.47 - $38.47 $68 - $76	2 Added 0.37%	540 $20,000
Q1 2021 Apr 29, 2021	BUY	$28.95 - $34.77 $15,575 - $18,706	538 New	538 $18,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.56 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.56 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.83 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$858 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$832 Million
0.26% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
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