Gratus Wealth Advisors, LLC Financial Sector Spdr Transaction History

Gratus Wealth Advisors, LLC

  • $625 Billion
  • Q4 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 12,791 shares of XLF stock, worth $623,689. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,791
Previous 12,948 1.21%
Holding current value
$623,689
Previous $584 Million 5.89%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$44.89 - $51.34 $7,047 - $8,060
-157 Reduced 1.21%
12,791 $618 Million
Q3 2024

Oct 08, 2024
SELL
$40.84 - $45.74 $980 - $1,097
-24 Reduced 0.19%
12,948 $584 Million
Q1 2024

May 09, 2024
SELL
$37.27 - $42.12 $31,530 - $35,633
-846 Reduced 6.12%
12,972 $517 Million
Q4 2023

May 09, 2024
BUY
$31.45 - $37.72 $434,576 - $521,214
13,818 New
13,818 $520 Million

Others Institutions Holding XLF

# of Institutions
2,088
Shares Held
772M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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