Phillips Wealth Planners LLC Financial Sector Spdr Transaction History

Phillips Wealth Planners LLC

  • $104 Billion
  • Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 21,191 shares of XLF stock, worth $1.09 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
21,191
Previous 14,587 45.27%
Holding current value
$1.09 Million
Previous $611 Million 64.58%
% of portfolio
0.96%
Previous 0.64%

Shares

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

Oct 28, 2024
BUY
$40.84 - $45.74 $269,707 - $302,066
6,604 Added 45.27%
21,191 $1.01 Billion
Q2 2024

Aug 02, 2024
BUY
$39.59 - $42.49 $1,504 - $1,614
38 Added 0.26%
14,587 $611 Million
Q1 2024

Apr 29, 2024
BUY
$37.27 - $42.12 $542,241 - $612,803
14,549 New
14,549 $576 Million

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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