Dynamic Wealth Strategies, LLC Financial Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,935 shares of XLF stock, worth $154,028. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,935
Previous 4,255 31.02%
Holding current value
$154,028
Previous $205,000 28.78%
% of portfolio
0.12%
Previous 0.18%

Shares

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

May 12, 2025
SELL
$47.32 - $52.19 $62,462 - $68,890
-1,320 Reduced 31.02%
2,935 $146,000
Q4 2024

Feb 13, 2025
SELL
$44.89 - $51.34 $59,793 - $68,384
-1,332 Reduced 23.84%
4,255 $205,000
Q3 2024

Nov 13, 2024
SELL
$40.84 - $45.74 $3,226 - $3,613
-79 Reduced 1.39%
5,587 $253,000
Q2 2024

Aug 15, 2024
SELL
$39.59 - $42.49 $7,126 - $7,648
-180 Reduced 3.08%
5,666 $233,000
Q1 2024

May 15, 2024
SELL
$37.27 - $42.12 $1,490 - $1,684
-40 Reduced 0.68%
5,846 $246,000
Q4 2023

Feb 13, 2024
BUY
$31.45 - $37.72 $185,114 - $222,019
5,886 New
5,886 $221 Million

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
792M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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