Private Wealth Strategies, L.L.C. Financial Sector Spdr Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Financial Sector Spdr stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 12,212 shares of XLF stock, worth $632,581. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,212
Previous 12,166
0.38%
Holding current value
$632,581
Previous $512,000
1.95%
% of portfolio
0.1%
Previous 0.11%
Shares
19 transactions
Others Institutions Holding XLF
# of Institutions
2,023Shares Held
752MCall Options Held
193MPut Options Held
332M-
Jpmorgan Chase & CO New York, NY109MShares$5.64 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.75 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.93 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.02 Billion0.22% of portfolio