Legacy Wealth Management, Inc Financial Sector Spdr Transaction History

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024

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 16,125 shares of XLF stock, worth $829,953. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,125
Previous 12,767 26.3%
Holding current value
$829,953
Previous $578,000 34.78%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,900
Shares Held
710M
Call Options Held
160M
Put Options Held
323M
View Full List

About FINANCIAL SECTOR SPDR

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