Lakeridge Wealth Management LLC Financial Sector Spdr Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,740 shares of XLF stock, worth $284,187. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,740
Previous 5,725 0.26%
Holding current value
$284,187
Previous $235 Million 10.53%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 07, 2024
BUY
$40.84 - $45.74 $612 - $686
15 Added 0.26%
5,740 $260 Million
Q2 2024

Aug 01, 2024
BUY
$39.59 - $42.49 $226,652 - $243,255
5,725 New
5,725 $235 Million

Others Institutions Holding XLF

# of Institutions
1,771
Shares Held
714M
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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