Long Run Wealth Advisors, LLC Financial Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

  • $420 Million
  • Q3 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 210,697 shares of XLF stock, worth $9.97 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
210,697
Previous 212,812 0.99%
Holding current value
$9.97 Million
Previous $8.75 Million 9.14%
% of portfolio
2.27%
Previous 2.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$40.84 - $45.74 $86,376 - $96,740
-2,115 Reduced 0.99%
210,697 $9.55 Million
Q2 2024

Jul 19, 2024
SELL
$39.59 - $42.49 $325,984 - $349,862
-8,234 Reduced 3.73%
212,812 $8.75 Million
Q1 2024

Apr 24, 2024
BUY
$37.27 - $42.12 $320,484 - $362,189
8,599 Added 4.05%
221,046 $9.31 Million
Q4 2023

Jan 10, 2024
BUY
$31.45 - $37.72 $312,078 - $374,295
9,923 Added 4.9%
212,447 $7.99 Million
Q3 2023

Oct 10, 2023
SELL
$33.17 - $35.6 $178,189 - $191,243
-5,372 Reduced 2.58%
202,524 $6.72 Million
Q2 2023

Jul 17, 2023
SELL
$31.55 - $33.71 $1.27 Million - $1.36 Million
-40,234 Reduced 16.21%
207,896 $7.01 Million
Q1 2023

Apr 21, 2023
BUY
$30.98 - $37.0 $952,511 - $1.14 Million
30,746 Added 14.14%
248,130 $7.98 Million
Q4 2022

Jan 26, 2023
BUY
$30.29 - $36.31 $176,772 - $211,905
5,836 Added 2.76%
217,384 $0
Q3 2022

Nov 09, 2022
BUY
$30.36 - $35.81 $257,301 - $303,489
8,475 Added 4.17%
211,548 $6.42 Million
Q2 2022

Jul 19, 2022
BUY
$30.84 - $38.22 $240,952 - $298,612
7,813 Added 4.0%
203,073 $6.39 Million
Q1 2022

Apr 27, 2022
BUY
$35.66 - $41.42 $127,627 - $148,242
3,579 Added 1.87%
195,260 $7.48 Million
Q4 2021

Jan 21, 2022
BUY
$37.54 - $40.62 $7.2 Million - $7.79 Million
191,681 New
191,681 $7.49 Million

Others Institutions Holding XLF

# of Institutions
1,846
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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