Visionary Wealth Advisors Financial Sector Spdr Transaction History
Visionary Wealth Advisors
- $1.56 Billion
- Q1 2025
A detailed history of Visionary Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 88,915 shares of XLF stock, worth $4.75 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
88,915
Previous 116,546
23.71%
Holding current value
$4.75 Million
Previous $5.63 Million
21.38%
% of portfolio
0.28%
Previous 0.35%
Shares
18 transactions
Others Institutions Holding XLF
# of Institutions
2,112Shares Held
1.01BCall Options Held
180MPut Options Held
247M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.2 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$8.02 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$5.11 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$3.04 Billion0.21% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.24 Billion0.39% of portfolio