Brass Tax Wealth Management, Inc Financial Sector Spdr Transaction History

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 18,215 shares of XLF stock, worth $888,163. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,215
Previous 16,287 11.84%
Holding current value
$888,163
Previous $787 Million 15.26%
% of portfolio
0.19%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$47.32 - $52.19 $91,232 - $100,622
1,928 Added 11.84%
18,215 $907 Million
Q4 2024

Apr 29, 2025
BUY
$44.89 - $51.34 $731,123 - $836,174
16,287 New
16,287 $787 Million

Others Institutions Holding XLF

# of Institutions
2,088
Shares Held
772M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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