Bernard Wealth Management Corp. Financial Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025

A detailed history of Bernard Wealth Management Corp. transactions in Financial Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,045 shares of XLF stock, worth $50,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,045
Previous 1,045 -0.0%
Holding current value
$50,954
Previous $50.5 Million 3.06%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 27, 2025
BUY
$44.89 - $51.34 $5,117 - $5,852
114 Added 12.24%
1,045 $50.5 Million
Q4 2024

Feb 13, 2025
BUY
$44.89 - $51.34 $41,792 - $47,797
931 New
931 $36.4 Million

Others Institutions Holding XLF

# of Institutions
2,107
Shares Held
792M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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