Transform Wealth, LLC Financial Sector Spdr Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 427,546 shares of XLF stock, worth $22.1 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
427,546
Previous 402,501
6.22%
Holding current value
$22.1 Million
Previous $19.5 Million
8.16%
% of portfolio
1.32%
Previous 1.11%
Shares
26 transactions
Others Institutions Holding XLF
# of Institutions
2,144Shares Held
758MCall Options Held
156MPut Options Held
261M-
Jpmorgan Chase & CO New York, NY150MShares$7.76 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.32 Billion0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.9MShares$1.08 Billion0.39% of portfolio