Waypoint Wealth Counsel Financial Sector Spdr Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Financial Sector Spdr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 14,769 shares of XLF stock, worth $737,268. This represents 0.47% of its overall portfolio holdings.
Number of Shares
14,769
Previous 14,769
-0.0%
Holding current value
$737,268
Previous $669 Million
6.64%
% of portfolio
0.47%
Previous 0.45%
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,039Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.44 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.58 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.82 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.11 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$988 Million0.22% of portfolio