Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 408,803 shares of XLF stock, worth $19.8 Million. This represents 8.16% of its overall portfolio holdings.

Number of Shares
408,803
Previous 404,125 1.16%
Holding current value
$19.8 Million
Previous $16.6 Billion 11.52%
% of portfolio
8.16%
Previous 8.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$40.84 - $45.74 $191,049 - $213,971
4,678 Added 1.16%
408,803 $18.5 Billion
Q2 2024

Jul 25, 2024
BUY
$39.59 - $42.49 $294,391 - $315,955
7,436 Added 1.87%
404,125 $16.6 Billion
Q1 2024

May 10, 2024
SELL
$37.27 - $42.12 $5,255 - $5,938
-141 Reduced 0.04%
396,689 $16.7 Billion
Q3 2023

Nov 14, 2023
BUY
$33.17 - $35.6 $13.2 Million - $14.1 Million
396,830 New
396,830 $13.2 Billion

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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