Premier Path Wealth Partners, LLC Financial Sector Spdr Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 240,704 shares of XLF stock, worth $11.7 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
240,704
Previous 235,508
2.21%
Holding current value
$11.7 Million
Previous $9.68 Billion
12.67%
% of portfolio
1.72%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.52 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.54 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$854 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$827 Million0.26% of portfolio