Icon Wealth Advisors, LLC Financial Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,368 shares of XLF stock, worth $384,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,368
Previous 7,848 6.12%
Holding current value
$384,535
Previous $355,000 0.28%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$44.89 - $51.34 $21,547 - $24,643
-480 Reduced 6.12%
7,368 $356,000
Q3 2024

Nov 14, 2024
BUY
$40.84 - $45.74 $265,174 - $296,989
6,493 Added 479.19%
7,848 $355,000
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $55,338 - $61,977
1,355 New
1,355 $61,000
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $56,043 - $67,217
-1,782 Reduced 17.58%
8,352 $314,000
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $20,990 - $25,162
693 Added 7.34%
10,134 $346,000
Q3 2022

Jan 25, 2023
BUY
$30.36 - $35.81 $286,628 - $338,082
9,441 New
9,441 $287,000

Others Institutions Holding XLF

# of Institutions
2,029
Shares Held
762M
Call Options Held
259M
Put Options Held
341M
View Full List

About FINANCIAL SECTOR SPDR

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