Turtle Creek Wealth Advisors, LLC Financial Sector Spdr Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 356,688 shares of XLF stock, worth $18.4 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
356,688
Previous 6,061
5784.97%
Holding current value
$18.4 Million
Previous $275 Million
6175.82%
% of portfolio
3.98%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,900Shares Held
710MCall Options Held
160MPut Options Held
323M-
Jpmorgan Chase & CO New York, NY135MShares$6.92 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.76 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.93 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$906 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$878 Million0.26% of portfolio