Strategies Wealth Advisors, LLC Financial Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,020 shares of XLF stock, worth $406,854. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,020
Previous 8,321 3.62%
Holding current value
$406,854
Previous $342 Million 6.26%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 07, 2024
SELL
$40.84 - $45.74 $12,292 - $13,767
-301 Reduced 3.62%
8,020 $363 Million
Q2 2024

Jul 29, 2024
BUY
$39.59 - $42.49 $45,053 - $48,353
1,138 Added 15.84%
8,321 $342 Million
Q1 2024

Apr 22, 2024
BUY
$37.27 - $42.12 $17,479 - $19,754
469 Added 6.99%
7,183 $303 Million
Q4 2023

Jan 22, 2024
BUY
$31.45 - $37.72 $17,706 - $21,236
563 Added 9.15%
6,714 $252 Million
Q3 2023

Oct 10, 2023
BUY
$33.17 - $35.6 $165 - $178
5 Added 0.08%
6,151 $204 Million
Q2 2023

Jul 12, 2023
BUY
$31.55 - $33.71 $193,906 - $207,181
6,146 New
6,146 $207 Million

Others Institutions Holding XLF

# of Institutions
1,837
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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