Private Wealth Management Group, LLC Financial Sector Spdr Transaction History

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 436 shares of XLF stock, worth $23,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares
436
Previous 250 74.4%
Holding current value
$23,299
Previous $12.1 Million 79.74%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 02, 2025
BUY
$47.32 - $52.19 $8,801 - $9,707
186 Added 74.4%
436 $21.7 Million
Q4 2023

Feb 08, 2024
BUY
$31.45 - $37.72 $7,862 - $9,430
250 New
250 $9.4 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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