Silver Oak Wealth Management LLC Financial Sector Spdr Transaction History

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 5,727 shares of XLF stock, worth $290,530. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,727
Previous 5,660 1.18%
Holding current value
$290,530
Previous $233 Million 11.55%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 01, 2024
BUY
$40.84 - $45.74 $2,736 - $3,064
67 Added 1.18%
5,727 $260 Million
Q4 2023

Feb 14, 2024
BUY
$31.45 - $37.72 $178,007 - $213,495
5,660 New
5,660 $213 Million

Others Institutions Holding XLF

# of Institutions
1,837
Shares Held
695M
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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