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

One Wealth Management Investment & Advisory Services, LLC

  • $57 Billion
  • Q3 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 8,419 shares of XLF stock, worth $408,237. This represents 0.67% of its overall portfolio holdings.

Number of Shares
8,419
Previous 8,195 2.73%
Holding current value
$408,237
Previous $337 Million 13.25%
% of portfolio
0.67%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$40.84 - $45.74 $9,148 - $10,245
224 Added 2.73%
8,419 $382 Million
Q2 2024

Aug 06, 2024
BUY
$39.59 - $42.49 $10,135 - $10,877
256 Added 3.22%
8,195 $337 Million
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
1,839
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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