A detailed history of Archetype Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Archetype Wealth Partners holds 6,910 shares of XLF stock, worth $344,118. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,910
Previous 6,817 1.36%
Holding current value
$344,118
Previous $280,000 11.79%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$40.84 - $45.74 $3,798 - $4,253
93 Added 1.36%
6,910 $313,000
Q2 2024

Aug 15, 2024

BUY
$39.59 - $42.49 $2,573 - $2,761
65 Added 0.96%
6,817 $280,000
Q1 2024

May 14, 2024

BUY
$37.27 - $42.12 $251,647 - $284,394
6,752 New
6,752 $284,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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