Wealthpoint, LLC Financial Sector Spdr Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealthpoint, LLC holds 89,758 shares of XLF stock, worth $3.72 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
89,758
Previous 99,180
9.5%
Holding current value
$3.72 Million
Previous $3.34 Million
10.95%
% of portfolio
1.2%
Previous 1.23%
Shares
20 transactions
Others Institutions Holding XLF
# of Institutions
1,727Shares Held
701MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$5.97 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.03 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.48 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$714 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$689 Million0.24% of portfolio