Wilson & Boucher Capital Management, LLC Financial Sector Spdr Transaction History
Wilson & Boucher Capital Management, LLC
- $145 Billion
- Q3 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 7,850 shares of XLF stock, worth $380,646. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,850
Previous 6,500
20.77%
Holding current value
$380,646
Previous $267 Million
33.14%
% of portfolio
0.25%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.52 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.54 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$854 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$827 Million0.26% of portfolio