Aj Wealth Strategies, LLC Financial Sector Spdr Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 19,609 shares of XLF stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,609

Previous 19,609 -0.0%

Holding current value

$1.01 Million

Previous $630,000 4.92%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	BUY	$30.98 - $37.0 $94,148 - $112,443	3,039 Added 18.34%	19,609 $630,000
Q4 2022 Jan 25, 2023	BUY	$30.29 - $36.31 $55,430 - $66,447	1,830 Added 12.42%	16,570 $567,000
Q3 2021 Oct 20, 2021	SELL	$35.11 - $39.0 $236,957 - $263,211	-6,749 Reduced 31.41%	14,740 $553,000
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $134,530 - $161,576	4,647 Added 27.59%	21,489 $732,000
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $127,800 - $159,575	5,413 Added 47.36%	16,842 $497,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $223,436 - $305,611	11,429 New	11,429 $264,000

Others Institutions Holding XLF

# of Institutions

1,953

Shares Held

735M

Call Options Held

163M

Put Options Held

317M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

Aj Wealth Strategies, LLC Financial Sector Spdr Transaction History