A detailed history of Connectus Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Connectus Wealth, LLC holds 6,847 shares of XLF stock, worth $284,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,847
Previous 12,796 46.49%
Holding current value
$284,424
Previous $481,000 40.12%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$37.27 - $42.12 $221,719 - $250,571
-5,949 Reduced 46.49%
6,847 $288,000
Q4 2023

Feb 14, 2024

SELL
$31.45 - $37.72 $12,988 - $15,578
-413 Reduced 3.13%
12,796 $481,000
Q3 2023

Nov 13, 2023

BUY
$33.17 - $35.6 $438,142 - $470,240
13,209 New
13,209 $438,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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