A detailed history of 180 Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 5,599 shares of XLF stock, worth $278,830. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,599
Previous 5,599 -0.0%
Holding current value
$278,830
Previous $230,000 10.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$37.27 - $42.12 $3,727 - $4,212
-100 Reduced 1.75%
5,599 $235,000
Q4 2023

Jan 24, 2024

BUY
$31.45 - $37.72 $179,233 - $214,966
5,699 New
5,699 $214,000
Q4 2022

Feb 02, 2023

BUY
$30.29 - $36.31 $175,651 - $210,561
5,799 New
5,799 $198,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.