Avion Wealth Financial Sector Spdr Transaction History

Avion Wealth

  • $382 Million
  • Q3 2024

A detailed history of Avion Wealth transactions in Financial Sector Spdr stock. As of the latest transaction made, Avion Wealth holds 6,039 shares of XLF stock, worth $293,435. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,039
Previous 6,929 12.84%
Holding current value
$293,435
Previous $284,000 3.87%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 18, 2024
SELL
$40.84 - $45.74 $36,347 - $40,708
-890 Reduced 12.84%
6,039 $273,000
Q2 2024

Jul 26, 2024
BUY
$39.59 - $42.49 $27,990 - $30,040
707 Added 11.36%
6,929 $284,000
Q1 2024

May 03, 2024
BUY
$37.27 - $42.12 $5,702 - $6,444
153 Added 2.52%
6,222 $263,000
Q2 2023

Jul 14, 2023
BUY
$31.55 - $33.71 $31 - $33
1 Added 0.02%
6,069 $204,000
Q4 2021

Jan 26, 2022
BUY
$37.54 - $40.62 $37 - $40
1 Added 0.02%
6,068 $237,000
Q2 2021

Jul 27, 2021
BUY
$34.47 - $38.47 $1,034 - $1,154
30 Added 0.5%
6,067 $223,000
Q4 2020

Jan 26, 2021
BUY
$23.61 - $29.48 $13,906 - $17,363
589 Added 10.81%
6,037 $178,000
Q1 2020

Apr 08, 2020
BUY
$17.66 - $31.17 $96,211 - $169,814
5,448 New
5,448 $113,000

Others Institutions Holding XLF

# of Institutions
1,842
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
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email