Kaizen Financial Strategies Spdr Ser Tr S & P Telecom ETF Transaction History
Kaizen Financial Strategies
- $162 Million
- Q1 2025
A detailed history of Kaizen Financial Strategies transactions in Spdr Ser Tr S & P Telecom ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 6,150 shares of XTL stock, worth $618,567. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,150
Previous 5,410
13.68%
Holding current value
$618,567
Previous $579,000
6.74%
% of portfolio
0.38%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding XTL
# of Institutions
54Shares Held
998KCall Options Held
0Put Options Held
0-
New Harbor Financial Group, LLC Leominster, MA126KShares$12.7 Million4.01% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL126KShares$12.7 Million3.98% of portfolio
-
Private Advisor Group, LLC101KShares$10.2 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.3KShares$9.78 Million0.0% of portfolio
-
Morgan Stanley New York, NY91.7KShares$9.22 Million0.0% of portfolio