Cbiz Investment Advisory Services, LLC Financial Sector Spdr Transaction History

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 313 shares of XLF stock, worth $15,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares
313
Previous 234 33.76%
Holding current value
$15,208
Previous $9,000 55.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$40.84 - $45.74 $3,226 - $3,613
79 Added 33.76%
313 $14,000
Q2 2024

Aug 09, 2024
BUY
$39.59 - $42.49 $9,264 - $9,942
234 New
234 $9,000
Q2 2020

Aug 14, 2020
SELL
$19.55 - $26.74 $1,348 - $1,845
-69 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$26.78 - $30.94 $1,847 - $2,134
69 New
69 $2,000

Others Institutions Holding XLF

# of Institutions
1,842
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, 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 Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email