Prevail Innovative Wealth Advisors, LLC Financial Sector Spdr Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 11,902 shares of XLF stock, worth $636,042. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,902
Previous 74,267 83.97%
Holding current value
$636,042
Previous $3.59 Billion 83.48%
% of portfolio
0.16%
Previous 1.04%

Shares

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

May 02, 2025
SELL
$47.32 - $52.19 $2.95 Million - $3.25 Million
-62,365 Reduced 83.97%
11,902 $593 Million
Q4 2024

Feb 12, 2025
BUY
$44.89 - $51.34 $3.33 Million - $3.81 Million
74,267 New
74,267 $3.59 Billion
Q1 2024

May 09, 2024
SELL
$37.27 - $42.12 $83,671 - $94,559
-2,245 Reduced 12.92%
15,130 $637 Million
Q4 2023

Feb 13, 2024
BUY
$31.45 - $37.72 $546,443 - $655,385
17,375 New
17,375 $653 Million

Others Institutions Holding XLF

# of Institutions
2,112
Shares Held
1.01B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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