Plan A Wealth LLC Sun Life Financial Inc Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Plan A Wealth LLC holds 8,507 shares of SLF stock, worth $522,159. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,507
Previous 7,666
10.97%
Holding current value
$522,159
Previous $509 Million
0.25%
% of portfolio
0.26%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding SLF
# of Institutions
494Shares Held
262MCall Options Held
1.37MPut Options Held
4.34M-
Royal Bank Of Canada Toronto, A651.6MShares$3.17 Billion0.65% of portfolio
-
Vanguard Group Inc Valley Forge, PA25.4MShares$1.56 Billion0.03% of portfolio
-
Td Asset Management Inc15.8MShares$970 Million0.97% of portfolio
-
Mackenzie Financial Corp Toronto Ontario, A611MShares$673 Million1.02% of portfolio
-
Bank Of Montreal Toronto, A610.8MShares$663 Million0.36% of portfolio
About SUN LIFE FINANCIAL INC
- Ticker SLF
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 586,121,984
- Market Cap $36B
- Description
- Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...