Turtle Creek Wealth Advisors, LLC Financial Sector Spdr Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 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 6,061 shares of XLF stock, worth $296,928. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,061
Previous 6,061
-0.0%
Holding current value
$296,928
Previous $249 Million
10.24%
% of portfolio
0.06%
Previous 0.06%
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$6.59 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.58 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$862 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$836 Million0.26% of portfolio