Icon Wealth Advisors, LLC Financial Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 8,352 shares of XLF stock, worth $346,942. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,352
Previous 8,352 -0.0%
Holding current value
$346,942
Previous $314,000 11.78%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $56,043 - $67,217
-1,782 Reduced 17.58%
8,352 $314,000
Q4 2022

Feb 14, 2023
BUY
$33.4 - $36.31 $23,146 - $25,162
693 Added 7.34%
10,134 $346,000
Q3 2022

Jan 25, 2023
BUY
N/A
9,441 New
9,441 $287,000

Others Institutions Holding XLF

# of Institutions
1,725
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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