Milestone Asset Management, LLC Financial Sector Spdr Transaction History

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024

A detailed history of Milestone Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 7,048 shares of XLF stock, worth $348,946. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,048
Previous 6,255 12.68%
Holding current value
$348,946
Previous $257 Million 24.22%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 25, 2024
BUY
$40.84 - $45.74 $32,386 - $36,271
793 Added 12.68%
7,048 $319 Million
Q2 2024

Jul 19, 2024
BUY
$39.59 - $42.49 $247,635 - $265,774
6,255 New
6,255 $257 Million
Q2 2023

Aug 08, 2023
BUY
$31.55 - $33.71 $199,048 - $212,676
6,309 New
6,309 $213 Million

Others Institutions Holding XLF

# of Institutions
1,766
Shares Held
708M
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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