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%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,840
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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