Angeles Wealth Management, LLC Financial Sector Spdr Transaction History

Angeles Wealth Management, LLC

$1.16 Billion
Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,313 shares of XLF stock, worth $210,258. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,313

Previous 2,013 114.26%

Holding current value

$210,258

Previous $82,000 137.8%

% of portfolio

0.02%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$40.84 - $45.74 $93,932 - $105,202	2,300 Added 114.26%	4,313 $195,000
Q2 2024 Aug 07, 2024	SELL	$39.59 - $42.49 $3,365 - $3,611	-85 Reduced 4.05%	2,013 $82,000
Q4 2023 Feb 13, 2024	SELL	$31.45 - $37.72 $58,559 - $70,234	-1,862 Reduced 47.02%	2,098 $78,000
Q3 2023 Oct 27, 2023	BUY	$33.17 - $35.6 $47,167 - $50,623	1,422 Added 56.03%	3,960 $131,000
Q2 2023 Aug 10, 2023	BUY	$31.55 - $33.71 $16,563 - $17,697	525 Added 26.08%	2,538 $85,000
Q1 2023 May 11, 2023	SELL	$30.98 - $37.0 $46,996 - $56,129	-1,517 Reduced 42.97%	2,013 $64,000
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $14,054 - $16,847	-464 Reduced 11.62%	3,530 $120,000
Q3 2022 Nov 03, 2022	BUY	$30.36 - $35.81 $8,349 - $9,847	275 Added 7.39%	3,994 $121,000
Q2 2022 Aug 04, 2022	BUY	$30.84 - $38.22 $92 - $114	3 Added 0.08%	3,719 $117,000
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $132,512 - $153,916	3,716 New	3,716 $142,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Angeles Wealth Management, LLC Financial Sector Spdr Transaction History