Strategies Wealth Advisors, LLC Financial Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,020 shares of XLF stock, worth $411,105. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,020
Previous 8,321 3.62%
Holding current value
$411,105
Previous $342 Million 6.26%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 07, 2024
SELL
$40.84 - $45.74 $12,292 - $13,767
-301 Reduced 3.62%
8,020 $363 Million
Q2 2024

Jul 29, 2024
BUY
$39.59 - $42.49 $45,053 - $48,353
1,138 Added 15.84%
8,321 $342 Million
Q1 2024

Apr 22, 2024
BUY
$37.27 - $42.12 $17,479 - $19,754
469 Added 6.99%
7,183 $303 Million
Q4 2023

Jan 22, 2024
BUY
$31.45 - $37.72 $17,706 - $21,236
563 Added 9.15%
6,714 $252 Million
Q3 2023

Oct 10, 2023
BUY
$33.17 - $35.6 $165 - $178
5 Added 0.08%
6,151 $204 Million
Q2 2023

Jul 12, 2023
BUY
$31.55 - $33.71 $193,906 - $207,181
6,146 New
6,146 $207 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
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies 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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email