Morton Brown Family Wealth, LLC Financial Sector Spdr Transaction History

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 154 shares of XLF stock, worth $7,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
154
Previous 154 -0.0%
Holding current value
$7,984
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$47.32 - $52.19 $7,287 - $8,037
154 New
154 $7,000
Q4 2023

Jan 26, 2024
BUY
$31.45 - $37.72 $4,811 - $5,771
153 New
153 $5,000

Others Institutions Holding XLF

# of Institutions
2,124
Shares Held
1B
Call Options Held
150M
Put Options Held
259M
View Full List

About FINANCIAL SECTOR SPDR

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