Comprehensive Wealth Management, LLC Financial Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

  • $151 Million
  • Q3 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 8,472 shares of XLF stock, worth $429,784. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,472
Previous 8,115 4.4%
Holding current value
$429,784
Previous $333,000 15.02%
% of portfolio
0.25%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$40.84 - $45.74 $14,579 - $16,329
357 Added 4.4%
8,472 $383,000
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $321,272 - $344,806
8,115 New
8,115 $333,000

Others Institutions Holding XLF

# of Institutions
1,840
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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