New Wave Wealth Advisors LLC Financial Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 125,820 shares of XLF stock, worth $6.13 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
125,820
Previous 101,242 24.28%
Holding current value
$6.13 Million
Previous $4.89 Billion 28.08%
% of portfolio
2.81%
Previous 2.01%

Shares

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

Apr 25, 2025
BUY
$47.32 - $52.19 $1.16 Million - $1.28 Million
24,578 Added 24.28%
125,820 $6.27 Billion
Q4 2024

Jan 23, 2025
BUY
$44.89 - $51.34 $1.91 Million - $2.18 Million
42,498 Added 72.34%
101,242 $4.89 Billion
Q3 2024

Oct 23, 2024
BUY
$40.84 - $45.74 $130,320 - $145,956
3,191 Added 5.74%
58,744 $2.66 Billion
Q2 2024

Aug 27, 2024
BUY
$39.59 - $42.49 $2.2 Million - $2.36 Million
55,553 New
55,553 $2.28 Billion

Others Institutions Holding XLF

# of Institutions
2,092
Shares Held
774M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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