A detailed history of Brown Miller Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 5,801 shares of XLF stock, worth $281,290. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,801
Previous 9,511 39.01%
Holding current value
$281,290
Previous $391,000 32.99%
% of portfolio
0.1%
Previous 0.16%

Shares

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

Oct 10, 2024

SELL
$40.84 - $45.74 $151,516 - $169,695
-3,710 Reduced 39.01%
5,801 $262,000
Q2 2024

Jul 12, 2024

BUY
$39.59 - $42.49 $376,540 - $404,122
9,511 New
9,511 $391,000
Q2 2022

Jul 18, 2022

SELL
$30.84 - $38.22 $313,303 - $388,276
-10,159 Reduced 47.1%
11,409 $358,000
Q1 2022

Apr 14, 2022

BUY
$35.66 - $41.42 $312,987 - $363,543
8,777 Added 68.62%
21,568 $826,000
Q4 2021

Jan 25, 2022

SELL
$37.54 - $40.62 $52,105 - $56,380
-1,388 Reduced 9.79%
12,791 $499,000
Q2 2021

Jul 26, 2021

BUY
$34.47 - $38.47 $16,166 - $18,042
469 Added 3.42%
14,179 $520,000
Q1 2021

Apr 21, 2021

BUY
$28.95 - $34.77 $396,904 - $476,696
13,710 New
13,710 $467,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Brown Miller Wealth Management, LLC Portfolio

Follow Brown Miller Wealth Management, LLC 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 Brown Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Miller Wealth Management, LLC with notifications on news.