Fortress Wealth Group, LLC Financial Sector Spdr Transaction History

Fortress Wealth Group, LLC

$179 Million
Q1 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 $216,139. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,177

Previous 5,295 2.23%

Holding current value

$216,139

Previous $199,000 9.55%

% of portfolio

0.12%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.4 - $36.31 $2,805 - $3,050	-84 Reduced 0.85%	9,787 $334,000
Q3 2022 Nov 14, 2022	SELL	N/A	-683 Reduced 6.47%	9,871 $300,000

Q2 2022 Aug 15, 2022	BUY	N/A	50 Added 0.48%	10,554 $332,000
Q1 2022 May 16, 2022	BUY	N/A	36 Added 0.34%	10,504 $403,000
Q4 2021 Feb 11, 2022	BUY	N/A	45 Added 0.43%	10,468 $430,000
Q3 2021 Nov 04, 2021	SELL	N/A	-5,653 Reduced 35.16%	10,423 $391,000
Q2 2021 Aug 13, 2021	BUY	N/A	16,076 New	16,076 $590,000

Others Institutions Holding XLF

# of Institutions

1,730

Shares Held

701M

Call Options Held

167M

Put Options Held

296M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Fortress Wealth Group, LLC Financial Sector Spdr Transaction History