Accurate Wealth Management, LLC Financial Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $426 Million
  • Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,501 shares of XLF stock, worth $516,969. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,501
Previous 150,291 92.35%
Holding current value
$516,969
Previous $6.33 Million 92.54%
% of portfolio
0.11%
Previous 1.8%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$39.59 - $42.49 $5.49 Million - $5.9 Million
-138,790 Reduced 92.35%
11,501 $472,000
Q1 2024

Apr 22, 2024
BUY
$37.27 - $42.12 $137,265 - $155,127
3,683 Added 2.51%
150,291 $6.33 Million
Q4 2023

Jan 12, 2024
BUY
$31.45 - $37.72 $4.61 Million - $5.53 Million
146,608 New
146,608 $5.51 Million
Q4 2022

Jan 11, 2023
BUY
$33.4 - $36.31 $59,719 - $64,922
1,788 New
1,788 $0
Q4 2021

Feb 08, 2022
SELL
N/A
-35,968 Closed
0 $0
Q3 2021

Oct 22, 2021
SELL
N/A
-118,234 Reduced 76.67%
35,968 $1.35 Million
Q2 2021

Aug 25, 2021
BUY
N/A
154,202 New
154,202 $5.66 Million

Others Institutions Holding XLF

# of Institutions
1,727
Shares Held
693M
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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