A detailed history of First Purpose Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, First Purpose Wealth LLC holds 20,078 shares of XLF stock, worth $978,802. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,078
Previous 20,078 -0.0%
Holding current value
$978,802
Previous $754,000 12.07%
% of portfolio
0.31%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 22, 2024

SELL
$31.45 - $37.72 $691 - $829
-22 Reduced 0.11%
20,078 $754,000
Q4 2021

Feb 24, 2022

BUY
$37.54 - $40.62 $754,554 - $816,462
20,100 New
20,100 $785,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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