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 $20.3 Million. This represents 8.16% of its overall portfolio holdings.

Number of Shares

408,803

Previous 404,125 1.16%

Holding current value

$20.3 Million

Previous $16.6 Billion 11.52%

% of portfolio

8.16%

Previous 8.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History