Shepherd Wealth Management LTD Liability CO Financial Sector Spdr Transaction History
Shepherd Wealth Management LTD Liability CO
- $97.3 Billion
- Q1 2025
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Financial Sector Spdr stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 16,022 shares of XLF stock, worth $812,635. This represents 0.82% of its overall portfolio holdings.
Number of Shares
16,022Holding current value
$812,635% of portfolio
0.82%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,109Shares Held
793MCall Options Held
180MPut Options Held
245M-
Jpmorgan Chase & CO New York, NY150MShares$7.61 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$4.85 Billion0.39% of portfolio
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Morgan Stanley New York, NY56.9MShares$2.89 Billion0.21% of portfolio
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Envestnet Asset Management Inc23.2MShares$1.17 Billion0.39% of portfolio
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Wells Fargo & Company San Francisco, CA22.6MShares$1.15 Billion0.26% of portfolio