Philip James Wealth Mangement, LLC Financial Sector Spdr Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 15,560 shares of XLF stock, worth $674,526. This represents 0.43% of its overall portfolio holdings.
Number of Shares
15,560
Previous 15,548
0.08%
Holding current value
$674,526
Previous $655 Million
2.32%
% of portfolio
0.43%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,733Shares Held
705MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$6.25 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.17 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.55 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$747 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$720 Million0.24% of portfolio