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 $55,750. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,138
Previous 1,132
0.53%
Holding current value
$55,750
Previous $36,000
2.78%
% of portfolio
0.05%
Previous 0.05%
Shares
8 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