Fsa Wealth Management LLC Financial Sector Spdr Transaction History

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024

A detailed history of Fsa Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fsa Wealth Management LLC holds 400 shares of XLF stock, worth $20,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
400
Previous 600 33.33%
Holding current value
$20,292
Previous $25,000 28.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$40.84 - $45.74 $8,168 - $9,148
-200 Reduced 33.33%
400 $18,000
Q4 2023

Feb 14, 2024
BUY
$31.45 - $37.72 $18,870 - $22,632
600 New
600 $23,000
Q1 2021

May 17, 2021
SELL
$28.95 - $34.77 $23,160 - $27,816
-800 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$23.61 - $29.48 $18,888 - $23,584
800 New
800 $24,000
Q2 2020

Aug 14, 2020
SELL
$19.55 - $26.74 $5,865 - $8,021
-300 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$17.66 - $31.17 $5,298 - $9,351
300 New
300 $6,000

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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