Horizon Wealth Management, LLC Financial Sector Spdr Transaction History

Horizon Wealth Management, LLC

  • $417 Million
  • Q2 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 43,517 shares of XLF stock, worth $1.96 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
43,517
Holding current value
$1.96 Million
% of portfolio
0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,729
Shares Held
693M
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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