Reuter James Wealth Management, LLC Financial Sector Spdr Transaction History

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 11,745 shares of XLF stock, worth $572,686. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,745
Previous 9,699 21.09%
Holding current value
$572,686
Previous $468,000 23.29%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Apr 14, 2025
BUY
$47.32 - $52.19 $96,816 - $106,780
2,046 Added 21.09%
11,745 $577,000
Q4 2024

Jan 24, 2025
BUY
$44.89 - $51.34 $51,443 - $58,835
1,146 Added 13.4%
9,699 $468,000
Q3 2024

Nov 08, 2024
BUY
$40.84 - $45.74 $349,304 - $391,214
8,553 New
8,553 $387,000
Q1 2022

Apr 14, 2022
SELL
$35.66 - $41.42 $4.39 Million - $5.1 Million
-123,043 Closed
0 $0
Q4 2021

Jan 25, 2022
BUY
$37.54 - $40.62 $4.62 Million - $5 Million
123,043 New
123,043 $4.81 Million

Others Institutions Holding XLF

# of Institutions
2,088
Shares Held
772M
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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