Advyzon Investment Management, LLC Financial Sector Spdr Transaction History

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025

A detailed history of Advyzon Investment Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 29,719 shares of XLF stock, worth $1.5 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
29,719
Previous 37,717 21.21%
Holding current value
$1.5 Million
Previous $1.82 Billion 18.79%
% of portfolio
0.52%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$47.32 - $52.19 $378,465 - $417,415
-7,998 Reduced 21.21%
29,719 $1.48 Billion
Q4 2024

Feb 03, 2025
BUY
$44.89 - $51.34 $1.69 Million - $1.94 Million
37,717 New
37,717 $1.82 Billion

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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