Measured Wealth Private Client Group, LLC Financial Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

  • $296 Million
  • Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 6,778 shares of XLF stock, worth $330,427. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,778
Previous 12,284 44.82%
Holding current value
$330,427
Previous $504,000 39.09%
% of portfolio
0.1%
Previous 0.18%

Shares

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

Oct 25, 2024
SELL
$40.84 - $45.74 $224,865 - $251,844
-5,506 Reduced 44.82%
6,778 $307,000
Q2 2024

Aug 12, 2024
BUY
$39.59 - $42.49 $258,126 - $277,034
6,520 Added 113.12%
12,284 $504,000
Q1 2024

Apr 18, 2024
BUY
$37.27 - $42.12 $214,824 - $242,779
5,764 New
5,764 $242,000
Q4 2018

Feb 07, 2019
SELL
N/A
-10,795 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
250 Added 2.37%
10,795 $298,000
Q2 2018

Aug 14, 2018
BUY
N/A
10,545 New
10,545 $280,000

Others Institutions Holding XLF

# of Institutions
1,839
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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