Peak Financial Advisors LLC Financial Sector Spdr Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 16,926 shares of XLF stock, worth $838,514. This represents 0.48% of its overall portfolio holdings.

Number of Shares
16,926
Previous 17,755 4.67%
Holding current value
$838,514
Previous $729,000 5.21%
% of portfolio
0.48%
Previous 0.53%

Shares

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

Oct 09, 2024
SELL
$40.84 - $45.74 $33,856 - $37,918
-829 Reduced 4.67%
16,926 $767,000
Q2 2024

Jul 12, 2024
BUY
$39.59 - $42.49 $702,920 - $754,409
17,755 New
17,755 $729,000
Q2 2021

Jul 26, 2021
SELL
$34.47 - $38.47 $1.52 Million - $1.7 Million
-44,192 Closed
0 $0
Q1 2021

May 11, 2021
BUY
$28.95 - $34.77 $1.28 Million - $1.54 Million
44,192 New
44,192 $1.51 Million

Others Institutions Holding XLF

# of Institutions
1,836
Shares Held
695M
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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