Ratio Wealth Group Financial Sector Spdr Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Financial Sector Spdr stock. As of the latest transaction made, Ratio Wealth Group holds 54,042 shares of XLF stock, worth $2.74 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
54,042
Previous 55,238
2.17%
Holding current value
$2.74 Million
Previous $2.08 Million
9.63%
% of portfolio
0.44%
Previous 0.45%
Shares
14 transactions
Others Institutions Holding XLF
# of Institutions
1,837Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio