Forvis Wealth Advisors, LLC Financial Sector Spdr Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,737 shares of XLF stock, worth $595,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,737
Previous 11,862 1.05%
Holding current value
$595,418
Previous $487,000 9.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$40.84 - $45.74 $5,105 - $5,717
-125 Reduced 1.05%
11,737 $531,000
Q2 2024

Aug 09, 2024
BUY
$39.59 - $42.49 $4,948 - $5,311
125 Added 1.07%
11,862 $487,000
Q4 2023

Jan 11, 2024
SELL
$31.45 - $37.72 $27,833 - $33,382
-885 Reduced 7.01%
11,737 $441,000
Q3 2023

Oct 25, 2023
SELL
$33.17 - $35.6 $25,308 - $27,162
-763 Reduced 5.7%
12,622 $418,000
Q2 2023

Aug 08, 2023
BUY
$31.55 - $33.71 $68,021 - $72,678
2,156 Added 19.2%
13,385 $451,000
Q1 2023

Apr 26, 2023
BUY
$30.98 - $37.0 $10,037 - $11,988
324 Added 2.97%
11,229 $361,000
Q4 2022

Feb 02, 2023
BUY
$30.29 - $36.31 $333 - $399
11 Added 0.1%
10,905 $372,000
Q3 2022

Oct 13, 2022
SELL
$30.36 - $35.81 $23,286 - $27,466
-767 Reduced 6.58%
10,894 $331,000
Q2 2022

Jul 22, 2022
SELL
$30.84 - $38.22 $37,748 - $46,781
-1,224 Reduced 9.5%
11,661 $366,000
Q1 2022

May 10, 2022
BUY
$35.66 - $41.42 $459,479 - $533,696
12,885 New
12,885 $494,000
Q2 2021

Jul 14, 2021
SELL
$34.47 - $38.47 $426,635 - $476,143
-12,377 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
$28.95 - $34.77 $61,866 - $74,303
2,137 Added 20.87%
12,377 $421,000
Q4 2020

Jan 22, 2021
BUY
$23.61 - $29.48 $241,766 - $301,875
10,240 New
10,240 $302,000

Others Institutions Holding XLF

# of Institutions
1,837
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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