Precept Management LLC Financial Sector Spdr Transaction History
Precept Management LLC
- $125 Million
- Q3 2023
A detailed history of Precept Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Precept Management LLC holds 350,000 shares of XLF stock, worth $17 Million. This represents 13.77% of its overall portfolio holdings.
Number of Shares
350,000Holding current value
$17 Million% of portfolio
13.77%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding XLF
# of Institutions
1,840Shares 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