Kingswood Wealth Advisors, LLC Financial Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,424 shares of XLF stock, worth $887,094. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,424
Previous 18,196 6.75%
Holding current value
$887,094
Previous $766 Million 4.19%
% of portfolio
0.07%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$39.59 - $42.49 $48,616 - $52,177
1,228 Added 6.75%
19,424 $799 Million
Q1 2024

Apr 15, 2024
SELL
$37.27 - $42.12 $234,987 - $265,566
-6,305 Reduced 25.73%
18,196 $766 Million
Q4 2023

Jan 16, 2024
BUY
$31.45 - $37.72 $406,617 - $487,681
12,929 Added 111.73%
24,501 $921 Million
Q3 2023

Oct 23, 2023
BUY
$33.17 - $35.6 $383,843 - $411,963
11,572 New
11,572 $384 Million

Others Institutions Holding XLF

# of Institutions
1,728
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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