Simplicity Wealth,Llc Financial Sector Spdr Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Financial Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 72,304 shares of XLF stock, worth $3.47 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
72,304
Previous 4,425
1533.99%
Holding current value
$3.47 Million
Previous $213,000
1570.42%
% of portfolio
0.3%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding XLF
# of Institutions
2,071Shares Held
763MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.23 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.41 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.72 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.07 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$950 Million0.22% of portfolio