Wagner Wealth Management, LLC Financial Sector Spdr Transaction History
Wagner Wealth Management, LLC
- $302 Million
- Q2 2025
A detailed history of Wagner Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 1,257 shares of XLF stock, worth $65,175. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,257
Previous 1,029
22.16%
Holding current value
$65,175
Previous $50,000
30.0%
% of portfolio
0.02%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding XLF
# of Institutions
2,110Shares Held
990MCall Options Held
181MPut Options Held
247M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$11.9 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$7.78 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$4.96 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$2.95 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA22.6MShares$1.17 Billion0.26% of portfolio