A detailed history of Ica Group Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 17,584 shares of XLF stock, worth $728,505. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,584
Previous 16,110 9.15%
Holding current value
$728,505
Previous $605,000 22.31%
% of portfolio
0.15%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$37.27 - $42.12 $54,935 - $62,084
1,474 Added 9.15%
17,584 $740,000
Q4 2023

Mar 07, 2024

BUY
$31.45 - $37.72 $37,582 - $45,075
1,195 Added 8.01%
16,110 $605,000
Q3 2023

Nov 13, 2023

BUY
$33.17 - $35.6 $27,895 - $29,939
841 Added 5.98%
14,915 $494,000
Q2 2023

Aug 11, 2023

BUY
$31.55 - $33.71 $53,414 - $57,071
1,693 Added 13.67%
14,074 $474,000
Q1 2023

May 12, 2023

SELL
$30.98 - $37.0 $1.08 Million - $1.29 Million
-34,898 Reduced 73.81%
12,381 $398,000
Q4 2022

Feb 14, 2023

BUY
$33.4 - $36.31 $936,970 - $1.02 Million
28,053 Added 145.91%
47,279 $1.62 Million
Q3 2022

Nov 10, 2022

BUY
N/A
432 Added 2.3%
19,226 $584,000
Q2 2022

Oct 03, 2022

SELL
N/A
-764 Reduced 3.91%
18,794 $657,000
Q1 2022

Oct 03, 2022

BUY
N/A
19,558 New
19,558 $684,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.