Simplicity Wealth,Llc Financial Sector Spdr Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Financial Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 28,761 shares of XLF stock, worth $1.43 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
28,761
Previous 52,699
45.42%
Holding current value
$1.43 Million
Previous $2.17 Million
39.84%
% of portfolio
0.13%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding XLF
# of Institutions
1,838Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.7 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.64 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$877 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$850 Million0.26% of portfolio