Fsm Wealth Advisors, LLC Financial Sector Spdr Transaction History

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 5,317 shares of XLF stock, worth $253,301. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,317
Previous 5,515 3.59%
Holding current value
$253,301
Previous $226,000 6.19%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 30, 2024
SELL
$40.84 - $45.74 $8,086 - $9,056
-198 Reduced 3.59%
5,317 $240,000
Q1 2024

May 14, 2024
BUY
$37.27 - $42.12 $205,544 - $232,291
5,515 New
5,515 $232,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
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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