Total Wealth Planning & Management, Inc. Financial Sector Spdr Transaction History
Total Wealth Planning & Management, Inc.
- $110 Billion
- Q4 2024
A detailed history of Total Wealth Planning & Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 14,300 shares of XLF stock, worth $703,703. This represents 0.63% of its overall portfolio holdings.
Number of Shares
14,300Holding current value
$703,703% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,043Shares Held
761MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.36 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.52 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.78 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.09 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$974 Million0.22% of portfolio