Waterway Wealth Management, LLC Financial Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 55,875 shares of XLF stock, worth $2.71 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
55,875
Previous 53,974 3.52%
Holding current value
$2.71 Million
Previous $2.22 Billion 14.12%
% of portfolio
1.09%
Previous 1.09%

Shares

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

Oct 21, 2024
BUY
$40.84 - $45.74 $77,636 - $86,951
1,901 Added 3.52%
55,875 $2.53 Billion
Q2 2024

Jul 25, 2024
BUY
$39.59 - $42.49 $184,528 - $198,045
4,661 Added 9.45%
53,974 $2.22 Billion
Q1 2024

Apr 18, 2024
SELL
$37.27 - $42.12 $83,410 - $94,264
-2,238 Reduced 4.34%
49,313 $2.08 Billion
Q4 2023

Jan 17, 2024
BUY
$31.45 - $37.72 $1.62 Million - $1.94 Million
51,551 New
51,551 $1.94 Billion

Others Institutions Holding XLF

# of Institutions
1,839
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 Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, 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 Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email