Horizon Wealth Management, LLC Financial Sector Spdr Transaction History

Horizon Wealth Management, LLC

$501 Million
Q3 2024

A detailed history of Horizon Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 43,119 shares of XLF stock, worth $2.04 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

43,119

Previous 43,517 0.91%

Holding current value

$2.04 Million

Previous $1.79 Million 9.28%

% of portfolio

0.39%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$40.84 - $45.74 $16,254 - $18,204	-398 Reduced 0.91%	43,119 $1.95 Million
Q2 2024 Jul 19, 2024	BUY	$39.59 - $42.49 $1.72 Million - $1.85 Million	43,517 New	43,517 $1.79 Million
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $84,721 - $101,559	2,797 Added 41.58%	9,523 $325,000
Q3 2022 Nov 18, 2022	SELL	$30.36 - $35.81 $89,713 - $105,818	-2,955 Reduced 30.52%	6,726 $204,000
Q2 2022 Aug 02, 2022	SELL	$30.84 - $38.22 $4.95 Million - $6.13 Million	-160,418 Reduced 94.31%	9,681 $304,000
Q1 2022 May 12, 2022	BUY	$35.66 - $41.42 $1.75 Million - $2.04 Million	49,210 Added 40.71%	170,099 $6.52 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $4.54 Million - $4.91 Million	120,889 New	120,889 $4.72 Million

Others Institutions Holding XLF

# of Institutions

1,846

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Horizon Wealth Management, LLC Financial Sector Spdr Transaction History