Ever Source Wealth Advisors, LLC Financial Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 32,342 shares of XLF stock, worth $1.51 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

32,342

Previous 23,402 38.2%

Holding current value

$1.51 Million

Previous $1.06 Million 47.45%

% of portfolio

0.09%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $401,316 - $458,979	8,940 Added 38.2%	32,342 $1.56 Million
Q3 2024 Nov 08, 2024	BUY	$40.84 - $45.74 $71,306 - $79,862	1,746 Added 8.06%	23,402 $1.06 Million
Q2 2024 Aug 13, 2024	SELL	$39.59 - $42.49 $21,655 - $23,242	-547 Reduced 2.46%	21,656 $890,000
Q1 2024 Jun 11, 2024	BUY	$37.27 - $42.12 $157,428 - $177,914	4,224 Added 23.49%	22,203 $935,000
Q4 2023 Feb 09, 2024	SELL	$31.45 - $37.72 $112,811 - $135,301	-3,587 Reduced 16.63%	17,979 $676,000
Q3 2023 Nov 03, 2023	SELL	$33.17 - $35.6 $165,982 - $178,142	-5,004 Reduced 18.83%	21,566 $715,000
Q2 2023 Aug 04, 2023	SELL	$31.55 - $33.71 $1.38 Million - $1.47 Million	-43,726 Reduced 62.2%	26,570 $895,000
Q1 2023 May 11, 2023	SELL	$30.98 - $37.0 $1.63 Million - $1.94 Million	-52,498 Reduced 42.75%	70,296 $2.26 Million
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $3.72 Million - $4.46 Million	122,704 Added 136337.78%	122,794 $4.2 Million
Q4 2021 Feb 07, 2022	BUY	$37.54 - $40.62 $3,378 - $3,655	90 New	90 $4,000

Others Institutions Holding XLF

# of Institutions

2,061

Shares Held

762M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Financial Sector Spdr Transaction History