Dougherty Wealth Advisers LLC Financial Sector Spdr Transaction History

Dougherty Wealth Advisers LLC

  • $113 Million
  • Q1 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 800 shares of XLF stock, worth $33,240. This represents 0.03% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$33,240
Previous $30,000 10.0%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 27, 2022
SELL
N/A
-70 Reduced 8.05%
800 $31,000
Q3 2021

Nov 02, 2021
BUY
N/A
70 Added 8.75%
870 $33,000
Q4 2018

Feb 11, 2019
BUY
N/A
800 New
800 $21,000

Others Institutions Holding XLF

# of Institutions
1,724
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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