Forum Financial Management, LP Financial Sector Spdr Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Financial Sector Spdr stock. As of the latest transaction made, Forum Financial Management, LP holds 8,798 shares of XLF stock, worth $438,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,798
Previous 8,785 0.15%
Holding current value
$438,756
Previous $361,000 10.25%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$40.84 - $45.74 $530 - $594
13 Added 0.15%
8,798 $398,000
Q2 2024

Jul 30, 2024
BUY
$39.59 - $42.49 $347,798 - $373,274
8,785 New
8,785 $361,000

Others Institutions Holding XLF

# of Institutions
1,836
Shares Held
695M
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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