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 $853,011. This represents 0.82% of its overall portfolio holdings.
Number of Shares
16,022Holding current value
$853,011% of portfolio
0.82%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,136Shares Held
986MCall Options Held
156MPut Options Held
261M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.2 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$7.99 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.42 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.37 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.35 Billion0.28% of portfolio