Spartan Planning & Wealth Management Financial Sector Spdr Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,113 shares of XLF stock, worth $128,971. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,113
Previous 1,453
114.25%
Holding current value
$128,971
Previous $48,000
143.75%
% of portfolio
0.13%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,727Shares Held
701MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$5.97 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.03 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.48 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$714 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$689 Million0.24% of portfolio