Monograph Wealth Advisors, LLC Financial Sector Spdr Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 14,345 shares of XLF stock, worth $699,318. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,345
Previous 14,345 -0.0%
Holding current value
$699,318
Previous $589,000 10.36%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $38,746 - $46,471
-1,232 Reduced 7.91%
14,345 $539,000
Q1 2022

May 13, 2022
SELL
$35.66 - $41.42 $12,302 - $14,289
-345 Reduced 2.17%
15,577 $597,000
Q4 2021

Feb 10, 2022
BUY
$37.54 - $40.62 $597,711 - $646,751
15,922 New
15,922 $622,000

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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