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
1,836Shares Held
695MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.68 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.63 Billion0.28% of portfolio
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Morgan Stanley New York, NY37.5MShares$1.86 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$875 Million0.18% of portfolio
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Envestnet Asset Management Inc17.1MShares$848 Million0.26% of portfolio