Fortress Wealth Group, LLC Financial Sector Spdr Transaction History

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024

A detailed history of Fortress Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 5,177 shares of XLF stock, worth $257,814. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,177
Previous 5,177 -0.0%
Holding current value
$257,814
Previous $212,000 10.38%
% of portfolio
0.12%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$37.27 - $42.12 $4,397 - $4,970
-118 Reduced 2.23%
5,177 $218,000
Q4 2023

Jan 12, 2024
BUY
$31.45 - $37.72 $166,527 - $199,727
5,295 New
5,295 $199,000
Q2 2023

Aug 10, 2023
BUY
$31.55 - $33.71 $191,035 - $204,114
6,055 New
6,055 $204,000
Q4 2022

Feb 07, 2023
SELL
$30.29 - $36.31 $2,544 - $3,050
-84 Reduced 0.85%
9,787 $334,000
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $20,735 - $24,458
-683 Reduced 6.47%
9,871 $300,000
Q2 2022

Aug 15, 2022
BUY
$30.84 - $38.22 $1,542 - $1,911
50 Added 0.48%
10,554 $332,000
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $1,283 - $1,491
36 Added 0.34%
10,504 $403,000
Q4 2021

Feb 11, 2022
BUY
$37.54 - $40.62 $1,689 - $1,827
45 Added 0.43%
10,468 $430,000
Q3 2021

Nov 04, 2021
SELL
$35.11 - $39.0 $198,476 - $220,467
-5,653 Reduced 35.16%
10,423 $391,000
Q2 2021

Aug 13, 2021
BUY
$34.47 - $38.47 $554,139 - $618,443
16,076 New
16,076 $590,000

Others Institutions Holding XLF

# of Institutions
1,838
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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