Taylor & Morgan Wealth Management, LLC Financial Sector Spdr Transaction History

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 17,203 shares of XLF stock, worth $834,173. This represents 0.53% of its overall portfolio holdings.

Number of Shares
17,203
Previous 17,158 0.26%
Holding current value
$834,173
Previous $705,000 10.5%
% of portfolio
0.53%
Previous 0.51%

Shares

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

Oct 24, 2024
BUY
$40.84 - $45.74 $1,837 - $2,058
45 Added 0.26%
17,203 $779,000
Q2 2024

Jul 16, 2024
SELL
$39.59 - $42.49 $24,387 - $26,173
-616 Reduced 3.47%
17,158 $705,000
Q1 2024

Apr 15, 2024
SELL
$37.27 - $42.12 $52,997 - $59,894
-1,422 Reduced 7.41%
17,774 $748,000
Q4 2023

Jan 10, 2024
BUY
$31.45 - $37.72 $19,121 - $22,933
608 Added 3.27%
19,196 $721,000
Q3 2023

Oct 05, 2023
BUY
$33.17 - $35.6 $2,056 - $2,207
62 Added 0.33%
18,588 $616,000
Q2 2023

Jul 13, 2023
SELL
$31.55 - $33.71 $6,720 - $7,180
-213 Reduced 1.14%
18,526 $624,000
Q1 2023

Apr 06, 2023
SELL
$30.98 - $37.0 $3,190 - $3,811
-103 Reduced 0.55%
18,739 $602,000
Q4 2022

Jan 17, 2023
SELL
$30.29 - $36.31 $26,503 - $31,771
-875 Reduced 4.44%
18,842 $0
Q3 2022

Oct 12, 2022
SELL
$30.36 - $35.81 $3,764 - $4,440
-124 Reduced 0.62%
19,717 $599,000
Q2 2022

Jul 08, 2022
SELL
$30.84 - $38.22 $7,432 - $9,211
-241 Reduced 1.2%
19,841 $624,000
Q1 2022

Apr 18, 2022
BUY
$35.66 - $41.42 $18,864 - $21,911
529 Added 2.71%
20,082 $770,000
Q4 2021

Jan 21, 2022
BUY
$37.54 - $40.62 $734,019 - $794,242
19,553 New
19,553 $764,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
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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