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 $20.5 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
427,546
Previous 402,501
6.22%
Holding current value
$20.5 Million
Previous $19.5 Million
8.16%
% of portfolio
1.32%
Previous 1.11%
Shares
26 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