Amplius Wealth Advisors, LLC Financial Sector Spdr Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 9,723 shares of XLF stock, worth $460,092. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,723
Previous 9,723 -0.0%
Holding current value
$460,092
Previous $399,000 10.28%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 22, 2024
SELL
$39.59 - $42.49 $19,795 - $21,245
-500 Reduced 4.89%
9,723 $399,000
Q1 2024

Apr 16, 2024
SELL
$37.27 - $42.12 $55,867 - $63,137
-1,499 Reduced 12.79%
10,223 $430,000
Q4 2023

Jan 10, 2024
SELL
$31.45 - $37.72 $26,449 - $31,722
-841 Reduced 6.69%
11,722 $440,000
Q2 2023

Jul 26, 2023
SELL
$31.55 - $33.71 $838,315 - $895,708
-26,571 Reduced 67.9%
12,563 $423,000
Q1 2023

Apr 25, 2023
SELL
$30.98 - $37.0 $2,881 - $3,441
-93 Reduced 0.24%
39,134 $1.26 Million
Q4 2022

Jan 19, 2023
BUY
$30.29 - $36.31 $682,615 - $818,282
22,536 Added 135.02%
39,227 $0
Q3 2022

Nov 10, 2022
BUY
$30.36 - $35.81 $54,496 - $64,278
1,795 Added 12.05%
16,691 $507,000
Q2 2022

Jul 21, 2022
SELL
$30.84 - $38.22 $624,078 - $773,419
-20,236 Reduced 57.6%
14,896 $468,000
Q1 2022

May 09, 2022
SELL
$35.66 - $41.42 $102,237 - $118,751
-2,867 Reduced 7.54%
35,132 $1.35 Million
Q4 2021

Jan 28, 2022
BUY
$37.54 - $40.62 $1.43 Million - $1.54 Million
37,999 New
37,999 $1.48 Million

Others Institutions Holding XLF

# of Institutions
1,846
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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