A detailed history of Marshall Financial Group LLC transactions in Xp Inc. stock. As of the latest transaction made, Marshall Financial Group LLC holds 42,160 shares of XP stock, worth $669,500. This represents 0.18% of its overall portfolio holdings.

Number of Shares
42,160
Previous 40,399 4.36%
Holding current value
$669,500
Previous $710,000 6.48%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Oct 16, 2024

BUY
$15.95 - $20.0 $28,087 - $35,220
1,761 Added 4.36%
42,160 $756,000
Q2 2024

Jul 19, 2024

BUY
$17.07 - $25.33 $64,029 - $95,012
3,751 Added 10.24%
40,399 $710,000
Q1 2024

Apr 19, 2024

BUY
$23.64 - $26.3 $75,151 - $83,607
3,179 Added 9.5%
36,648 $940,000
Q4 2023

Jan 10, 2024

SELL
$19.56 - $26.78 $337,977 - $462,731
-17,279 Reduced 34.05%
33,469 $872,000
Q3 2023

Oct 19, 2023

SELL
$22.09 - $27.46 $84,207 - $104,677
-3,812 Reduced 6.99%
50,748 $1.17 Million
Q2 2023

Jul 17, 2023

BUY
$10.83 - $24.52 $953 - $2,157
88 Added 0.16%
54,560 $1.28 Million
Q1 2023

Apr 18, 2023

BUY
$10.65 - $18.11 $580,126 - $986,487
54,472 New
54,472 $646,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $7.11B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
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