Carson Allaria Wealth Management, Ltd. Financial Sector Spdr Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Financial Sector Spdr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 574 shares of XLF stock, worth $29,543. This represents 0.02% of its overall portfolio holdings.

Number of Shares
574
Previous 574 -0.0%
Holding current value
$29,543
Previous $26,000 3.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 21, 2024
BUY
$40.84 - $45.74 $23,442 - $26,254
574 New
574 $26,000
Q1 2024

May 07, 2024
BUY
$37.27 - $42.12 $2,012 - $2,274
54 New
54 $2,000

Others Institutions Holding XLF

# of Institutions
1,904
Shares Held
710M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email