Prevail Innovative Wealth Advisors, LLC Financial Sector Spdr Transaction History
Prevail Innovative Wealth Advisors, LLC
- $375 Billion
- Q1 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 11,902 shares of XLF stock, worth $606,525. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,902
Previous 74,267
83.97%
Holding current value
$606,525
Previous $3.59 Billion
83.48%
% of portfolio
0.16%
Previous 1.04%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
2,108Shares Held
793MCall Options Held
180MPut Options Held
245M-
Jpmorgan Chase & CO New York, NY150MShares$7.64 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$4.88 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$2.9 Billion0.21% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA22.6MShares$1.15 Billion0.26% of portfolio