Up Strategic Wealth Investment Advisors LLC Financial Sector Spdr Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 11,809 shares of XLF stock, worth $584,663. This represents 0.74% of its overall portfolio holdings.
Number of Shares
11,809
Previous 11,929
1.01%
Holding current value
$584,663
Previous $502 Million
3.38%
% of portfolio
0.74%
Previous 0.82%
Shares
2 transactions
Others Institutions Holding XLF
# of Institutions
1,766Shares Held
708MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$7.57 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.58 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.93 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.27 Billion0.32% of portfolio
-
Envestnet Asset Management Inc17.1MShares$845 Million0.26% of portfolio