Blue Zone Wealth Advisors, LLC Financial Sector Spdr Transaction History

Blue Zone Wealth Advisors, LLC

$300 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$30.84 - $38.22 $183,097 - $226,912	-5,937 Closed	0 $0
Q1 2022 Apr 08, 2022	SELL	$35.66 - $41.42 $245,233 - $284,845	-6,877 Reduced 53.67%	5,937 $228,000
Q4 2021 Jan 24, 2022	BUY	$37.54 - $40.62 $70,687 - $76,487	1,883 Added 17.23%	12,814 $500,000
Q3 2021 Oct 26, 2021	BUY	$35.11 - $39.0 $383,787 - $426,309	10,931 New	10,931 $410,000
Q4 2020 Jan 22, 2021	SELL	$23.61 - $29.48 $339,181 - $423,509	-14,366 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$22.68 - $25.49 $1.88 Million - $2.11 Million	-82,828 Reduced 85.22%	14,366 $346,000
Q2 2020 Jul 20, 2020	BUY	$19.55 - $26.74 $1.5 Million - $2.05 Million	76,681 Added 373.82%	97,194 $2.25 Million
Q1 2020 Apr 29, 2020	BUY	$17.66 - $31.17 $362,259 - $639,390	20,513 New	20,513 $427,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.