Lji Wealth Management, LLC Financial Sector Spdr Transaction History

Lji Wealth Management, LLC

$452 Billion
Q2 2024

A detailed history of Lji Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 34,530 shares of XLF stock, worth $1.54 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

34,530

Holding current value

$1.54 Million

% of portfolio

0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $1.37 Million - $1.47 Million	34,530 New	34,530 $1.42 Billion
Q4 2023 Feb 13, 2024	SELL	$31.45 - $37.72 $42,017 - $50,393	-1,336 Reduced 3.64%	35,394 $1.33 Billion
Q3 2023 Feb 02, 2024	SELL	$33.17 - $35.6 $39,804 - $42,720	-1,200 Reduced 3.16%	36,730 $1.22 Billion
Q2 2023 Feb 02, 2024	BUY	$31.55 - $33.71 $20,665 - $22,080	655 Added 1.76%	37,930 $1.28 Billion
Q1 2023 Feb 02, 2024	BUY	$30.98 - $37.0 $79,928 - $95,460	2,580 Added 7.44%	37,275 $1.2 Billion
Q4 2022 Jan 02, 2024	BUY	$30.29 - $36.31 $1.05 Million - $1.26 Million	34,695 New	34,695 $1.19 Billion

Others Institutions Holding XLF

# of Institutions

1,728

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Financial Sector Spdr Transaction History