Briaud Financial Planning, Inc Financial Sector Spdr Transaction History

Briaud Financial Planning, Inc

  • $252 Million
  • Q1 2025

A detailed history of Briaud Financial Planning, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 1,490 shares of XLF stock, worth $78,672. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,490
Previous 1,990 25.13%
Holding current value
$78,672
Previous $96,000 22.92%
% of portfolio
0.03%
Previous 0.04%

Shares

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

May 09, 2025
SELL
$47.32 - $52.19 $23,660 - $26,095
-500 Reduced 25.13%
1,490 $74,000
Q4 2024

Feb 07, 2025
BUY
$44.89 - $51.34 $45,204 - $51,699
1,007 Added 102.44%
1,990 $96,000
Q1 2024

May 03, 2024
BUY
$37.27 - $42.12 $36,636 - $41,403
983 New
983 $42,000
Q3 2023

Nov 03, 2023
BUY
$33.17 - $35.6 $32,606 - $34,994
983 New
983 $32,000

Others Institutions Holding XLF

# of Institutions
2,114
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc 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 Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email