True Wealth Advisors, LLC Financial Sector Spdr Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.52 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.54 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$854 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$827 Million0.26% of portfolio