Milestone Asset Management Group, LLC Financial Sector Spdr Transaction History

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 4,185 shares of XLF stock, worth $220,968. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,185
Previous 4,180 0.12%
Holding current value
$220,968
Previous $202 Million 3.19%
% of portfolio
0.19%
Previous 0.18%

Shares

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

May 06, 2025
BUY
$47.32 - $52.19 $236 - $260
5 Added 0.12%
4,185 $208 Million
Q4 2024

Mar 27, 2025
BUY
$44.89 - $51.34 $187,640 - $214,601
4,180 New
4,180 $202 Million

Others Institutions Holding XLF

# of Institutions
2,114
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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