Phillips Wealth Planners LLC Financial Sector Spdr Transaction History

Phillips Wealth Planners LLC

  • $94.9 Billion
  • Q2 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 14,587 shares of XLF stock, worth $655,685. This represents 0.64% of its overall portfolio holdings.

Number of Shares
14,587
Previous 14,549 0.26%
Holding current value
$655,685
Previous $576 Million 6.14%
% of portfolio
0.64%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,727
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

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