Sage Private Wealth Group, LLC Financial Sector Spdr Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 1,138 shares of XLF stock, worth $57,867. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,138
Previous 1,132
0.53%
Holding current value
$57,867
Previous $36,000
2.78%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding XLF
# of Institutions
1,869Shares Held
703MCall Options Held
160MPut Options Held
321M-
Jpmorgan Chase & CO New York, NY135MShares$6.84 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.72 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.91 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$895 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$868 Million0.26% of portfolio