Silver Oak Wealth Management LLC Financial Sector Spdr Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 5,727 shares of XLF stock, worth $290,530. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,727
Previous 5,660
1.18%
Holding current value
$290,530
Previous $233 Million
11.55%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,837Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.82 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.71 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.9 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$893 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$866 Million0.26% of portfolio