A detailed history of Spire Wealth Management transactions in Sun Life Financial Inc stock. As of the latest transaction made, Spire Wealth Management holds 125 shares of SLF stock, worth $7,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Holding current value
$7,067
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$53.39 - $66.45 $6,673 - $8,306
125 New
125 $8,000
Q1 2023

May 09, 2023

BUY
$44.09 - $51.42 $25,043 - $29,206
568 New
568 $26,000
Q2 2022

Jul 22, 2022

SELL
$44.37 - $55.82 $25,202 - $31,705
-568 Reduced 50.0%
568 $26,000
Q1 2021

May 21, 2021

BUY
$44.19 - $51.73 $50,199 - $58,765
1,136 New
1,136 $57,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $33.1B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.