Fairhaven Wealth Management, LLC Financial Sector Spdr Transaction History

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 5,346 shares of XLF stock, worth $277,190. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,346
Previous 4,787 11.68%
Holding current value
$277,190
Previous $216,000 19.44%
% of portfolio
0.08%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$44.89 - $51.34 $25,093 - $28,699
559 Added 11.68%
5,346 $258,000
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $195,501 - $218,957
4,787 New
4,787 $216,000
Q1 2024

May 01, 2024
BUY
$37.27 - $42.12 $178,262 - $201,459
4,783 New
4,783 $201,000
Q2 2022

Aug 08, 2022
SELL
$30.84 - $38.22 $173,475 - $214,987
-5,625 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $7,345 - $8,532
206 Added 3.8%
5,625 $216,000
Q4 2021

Jan 18, 2022
BUY
$37.54 - $40.62 $187 - $203
5 Added 0.09%
5,419 $212,000
Q3 2021

Nov 10, 2021
BUY
$35.11 - $39.0 $190,085 - $211,146
5,414 New
5,414 $203,000

Others Institutions Holding XLF

# of Institutions
2,119
Shares Held
989M
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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