A detailed history of Marshall Financial Group LLC transactions in Xp Inc. stock. As of the latest transaction made, Marshall Financial Group LLC holds 63,673 shares of XP stock, worth $1.08 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
63,673
Previous 83,487 23.73%
Holding current value
$1.08 Million
Previous $1.15 Million 12.12%
% of portfolio
0.27%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025

SELL
$12.69 - $20.62 $251,439 - $408,564
-19,814 Reduced 23.73%
63,673 $1.29 Million
Q1 2025

Apr 16, 2025

BUY
$11.05 - $15.69 $384,639 - $546,153
34,809 Added 71.51%
83,487 $1.15 Million
Q4 2024

Jan 21, 2025

BUY
$11.78 - $18.17 $76,782 - $118,432
6,518 Added 15.46%
48,678 $576,000
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 $7.59B
  • 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
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.