Silver Oak Wealth Management LLC Financial Sector Spdr Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 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 $290,645. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,727
Previous 5,727
-0.0%
Holding current value
$290,645
Previous $260 Million
6.64%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
2,034Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.53 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.66 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.87 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.13 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1 Billion0.22% of portfolio