Fourth Dimension Wealth, LLC Financial Sector Spdr Transaction History

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 81,285 shares of XLF stock, worth $4.28 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
81,285
Previous 72,448 12.2%
Holding current value
$4.28 Million
Previous $3.51 Billion 15.23%
% of portfolio
1.96%
Previous 1.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$47.32 - $52.19 $418,166 - $461,203
8,837 Added 12.2%
81,285 $4.05 Billion
Q4 2024

Feb 18, 2025
BUY
$44.89 - $51.34 $3.25 Million - $3.72 Million
72,448 New
72,448 $3.51 Billion

Others Institutions Holding XLF

# of Institutions
2,117
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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