New Wave Wealth Advisors LLC Financial Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

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 58,744 shares of XLF stock, worth $2.85 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
58,744
Previous 55,553 5.74%
Holding current value
$2.85 Million
Previous $2.28 Billion 16.57%
% of portfolio
1.23%
Previous 1.23%

Shares

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