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 $757,354. This represents 0.47% of its overall portfolio holdings.
Number of Shares
14,769
Previous 14,769
-0.0%
Holding current value
$757,354
Previous $669 Million
6.64%
% of portfolio
0.47%
Previous 0.45%
Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,897Shares Held
708MCall Options Held
160MPut Options Held
323M-
Jpmorgan Chase & CO New York, NY135MShares$6.9 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.75 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.92 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$903 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$875 Million0.26% of portfolio