A detailed history of One Ascent Financial Services LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 17,695 shares of XLF stock, worth $898,021. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,695
Holding current value
$898,021
% of portfolio
0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$44.89 - $51.34 $794,328 - $908,461
17,695 New
17,695 $855,000
Q2 2024

Jul 17, 2024

BUY
$39.59 - $42.49 $41,450 - $44,487
1,047 Added 13.5%
8,804 $362,000
Q1 2024

Apr 16, 2024

SELL
$37.27 - $42.12 $12,820 - $14,489
-344 Reduced 4.25%
7,757 $327,000
Q4 2023

Jan 11, 2024

BUY
$31.45 - $37.72 $254,776 - $305,569
8,101 New
8,101 $305,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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