Modera Wealth Management, LLC Financial Sector Spdr Transaction History

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,973 shares of XLF stock, worth $455,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,973
Previous 9,865 1.09%
Holding current value
$455,466
Previous $415,000 1.45%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$39.59 - $42.49 $4,275 - $4,588
108 Added 1.09%
9,973 $409,000
Q1 2024

May 14, 2024
BUY
$37.27 - $42.12 $11,218 - $12,678
301 Added 3.15%
9,865 $415,000
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $60,352 - $72,384
-1,919 Reduced 16.71%
9,564 $359,000
Q3 2023

Nov 30, 2023
BUY
$33.17 - $35.6 $380,891 - $408,794
11,483 New
11,483 $380,000
Q2 2023

Aug 07, 2023
BUY
$31.55 - $33.71 $390,809 - $417,565
12,387 New
12,387 $417,000

Others Institutions Holding XLF

# of Institutions
1,727
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

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