Comprehensive Wealth Management, LLC Financial Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 10,249 shares of XLF stock, worth $526,491. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,249
Previous 8,439 21.45%
Holding current value
$526,491
Previous $407,000 25.31%
% of portfolio
0.37%
Previous 0.31%

Shares

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

May 13, 2025
BUY
$47.32 - $52.19 $85,649 - $94,463
1,810 Added 21.45%
10,249 $510,000
Q4 2024

Feb 11, 2025
SELL
$44.89 - $51.34 $1,481 - $1,694
-33 Reduced 0.39%
8,439 $407,000
Q3 2024

Nov 06, 2024
BUY
$40.84 - $45.74 $14,579 - $16,329
357 Added 4.4%
8,472 $383,000
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $321,272 - $344,806
8,115 New
8,115 $333,000

Others Institutions Holding XLF

# of Institutions
2,121
Shares Held
992M
Call Options Held
181M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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