Planwiser Financial, LLC Financial Sector Spdr Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Planwiser Financial, LLC holds 43,133 shares of XLF stock, worth $2.1 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
43,133Holding current value
$2.1 Million% of portfolio
1.93%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,097Shares Held
805MCall Options Held
247MPut Options Held
312M-
Jpmorgan Chase & CO New York, NY109MShares$5.31 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.47 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.76 Billion0.2% of portfolio
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Goldman Sachs Group Inc New York, NY48.7MShares$2.38 Billion0.41% of portfolio
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Envestnet Asset Management Inc23.2MShares$1.13 Billion0.39% of portfolio