Talisman Wealth Advisors LLC Financial Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 12,230 shares of XLF stock, worth $541,666. This represents 0.58% of its overall portfolio holdings.
Number of Shares
12,230
Previous 11,970
2.17%
Holding current value
$541,666
Previous $504,000
0.4%
% of portfolio
0.58%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding XLF
# of Institutions
1,727Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.77 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.2 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.73 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.13 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$616 Million0.14% of portfolio