Legacy Wealth Management, Inc Financial Sector Spdr Transaction History

Legacy Wealth Management, Inc

  • $1.5 Billion
  • Q1 2025

A detailed history of Legacy Wealth Management, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 15,773 shares of XLF stock, worth $803,792. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,773
Previous 16,125 2.18%
Holding current value
$803,792
Previous $779,000 0.77%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$47.32 - $52.19 $16,656 - $18,370
-352 Reduced 2.18%
15,773 $785,000
Q4 2024

Jan 21, 2025
BUY
$44.89 - $51.34 $150,740 - $172,399
3,358 Added 26.3%
16,125 $779,000
Q3 2024

Oct 24, 2024
BUY
$40.84 - $45.74 $521,404 - $583,962
12,767 New
12,767 $578,000

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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