United Financial Planning Group LLC Select Sector Spdr Tr Communic Call Options Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XLC
# of Institutions
1,306Shares Held
207MCall Options Held
1.7MPut Options Held
1.88M-
Bank Of America Corp Charlotte, NC44.9MShares$5.1 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.22 Billion0.08% of portfolio
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Morgan Stanley New York, NY7.9MShares$896 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA7.25MShares$822 Million0.17% of portfolio
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Envestnet Asset Management Inc6.72MShares$762 Million0.25% of portfolio