Rise Advisors, LLC Financial Sector Spdr Transaction History
Rise Advisors, LLC
- $207 Million
- Q3 2024
A detailed history of Rise Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Rise Advisors, LLC holds 115,097 shares of XLF stock, worth $5.64 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
115,097
Previous 110,338
4.31%
Holding current value
$5.64 Million
Previous $4.54 Million
15.02%
% of portfolio
2.52%
Previous 2.42%
Shares
12 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.59 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.58 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$862 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$836 Million0.26% of portfolio