Occidental Asset Management, LLC Financial Sector Spdr Transaction History

Occidental Asset Management, LLC

  • $530 Million
  • Q1 2024

A detailed history of Occidental Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Occidental Asset Management, LLC holds 158,026 shares of XLF stock, worth $6.5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
158,026
Previous 10,349 1426.97%
Holding current value
$6.5 Million
Previous $389,000 1611.05%
% of portfolio
1.26%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$37.27 - $42.12 $5.5 Million - $6.22 Million
147,677 Added 1426.97%
158,026 $6.66 Million
Q4 2023

Jan 18, 2024
BUY
$31.45 - $37.72 $325,476 - $390,364
10,349 New
10,349 $389,000
Q4 2022

Jan 23, 2023
BUY
$33.4 - $36.31 $1.08 Million - $1.17 Million
32,273 New
32,273 $0

Others Institutions Holding XLF

# of Institutions
1,721
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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