Harrison & CO Wealth Management, LLC Financial Sector Spdr Transaction History

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022

A detailed history of Harrison & CO Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 124,636 shares of XLF stock, worth $6.17 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
124,636
Previous 133,054 6.33%
Holding current value
$6.17 Million
Previous $4.04 Million 5.5%
% of portfolio
4.15%
Previous 4.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023
SELL
$30.29 - $36.31 $254,981 - $305,657
-8,418 Reduced 6.33%
124,636 $0
Q3 2022

Oct 18, 2022
BUY
$30.36 - $35.81 $88,833 - $104,780
2,926 Added 2.25%
133,054 $4.04 Million
Q2 2022

Jul 11, 2022
BUY
$30.84 - $38.22 $156,636 - $194,119
5,079 Added 4.06%
130,128 $4.09 Million
Q1 2022

Apr 18, 2022
SELL
$35.66 - $41.42 $46,500 - $54,011
-1,304 Reduced 1.03%
125,049 $4.79 Million
Q4 2021

Jan 31, 2022
BUY
$37.54 - $40.62 $4.74 Million - $5.13 Million
126,353 New
126,353 $4.93 Million

Others Institutions Holding XLF

# of Institutions
1,766
Shares Held
708M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

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