One Ascent Financial Services LLC Financial Sector Spdr Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

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 13,149 shares of XLF stock, worth $641,145. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,149
Previous 17,695 25.69%
Holding current value
$641,145
Previous $855,000 23.51%
% of portfolio
0.04%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$47.32 - $52.19 $215,116 - $237,255
-4,546 Reduced 25.69%
13,149 $654,000
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

# of Institutions
2,092
Shares Held
767M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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