One Wealth Management Investment & Advisory Services, LLC Financial Sector Spdr Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $244 Billion
  • Q1 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 7,939 shares of XLF stock, worth $329,786. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,939
Previous 7,167 10.77%
Holding current value
$329,786
Previous $269 Million 24.09%
% of portfolio
0.14%
Previous 0.12%

Shares

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

May 14, 2024
BUY
$37.27 - $42.12 $28,772 - $32,516
772 Added 10.77%
7,939 $334 Million
Q4 2023

Jan 25, 2024
BUY
$31.45 - $37.72 $225,402 - $270,339
7,167 New
7,167 $269 Million

Others Institutions Holding XLF

# of Institutions
1,725
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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