Lionsbridge Wealth Management LLC Financial Sector Spdr Transaction History

Lionsbridge Wealth Management LLC

  • $127 Million
  • Q1 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 63,886 shares of XLF stock, worth $2.66 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
63,886
Previous 94,370 32.3%
Holding current value
$2.66 Million
Previous $3.55 Million 24.18%
% of portfolio
2.13%
Previous 2.86%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$37.27 - $42.12 $1.14 Million - $1.28 Million
-30,484 Reduced 32.3%
63,886 $2.69 Million
Q4 2023

Jan 12, 2024
BUY
$31.45 - $37.72 $961,741 - $1.15 Million
30,580 Added 47.94%
94,370 $3.55 Million
Q3 2023

Oct 17, 2023
BUY
$33.17 - $35.6 $22,257 - $23,887
671 Added 1.06%
63,790 $2.12 Million
Q2 2023

Jul 31, 2023
SELL
$31.55 - $33.71 $93,261 - $99,646
-2,956 Reduced 4.47%
63,119 $2.13 Million
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $19,858 - $23,717
-641 Reduced 0.96%
66,075 $2.12 Million
Q4 2022

Feb 06, 2023
BUY
$33.4 - $36.31 $1.02 Million - $1.11 Million
30,447 Added 83.95%
66,716 $2.28 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,461 Reduced 6.35%
36,269 $1.1 Million
Q2 2022

Nov 17, 2022
SELL
N/A
-100 Reduced 0.28%
36,169 $1.14 Million
Q1 2022

May 16, 2022
SELL
N/A
-1,242 Reduced 3.11%
38,730 $1.48 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-1,272 Reduced 3.08%
39,972 $1.56 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-203 Reduced 0.49%
41,244 $1.55 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-1,001 Reduced 2.36%
41,447 $1.52 Million
Q1 2021

May 04, 2021
BUY
N/A
42,448 New
42,448 $1.45 Million

Others Institutions Holding XLF

# of Institutions
1,723
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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