Wealth Preservation Advisors, LLC Financial Sector Spdr Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 12,201 shares of XLF stock, worth $594,920. This represents 0.43% of its overall portfolio holdings.
Number of Shares
12,201Holding current value
$594,920% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,095Shares Held
829MCall Options Held
224MPut Options Held
278M-
Jpmorgan Chase & CO New York, NY150MShares$7.31 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.47 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.76 Billion0.2% of portfolio
-
Goldman Sachs Group Inc New York, NY48.7MShares$2.38 Billion0.41% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.13 Billion0.39% of portfolio