Tru Wealth Advisors, LLC Financial Sector Spdr Transaction History

Tru Wealth Advisors, LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 12,393 shares of XLF stock, worth $557,065. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,393
Previous 12,391 0.02%
Holding current value
$557,065
Previous $521,000 2.3%
% of portfolio
0.03%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$39.59 - $42.49 $79 - $84
2 Added 0.02%
12,393 $509,000
Q1 2024

Apr 15, 2024
BUY
$37.27 - $42.12 $74 - $84
2 Added 0.02%
12,391 $521,000
Q4 2023

Jan 10, 2024
SELL
$31.45 - $37.72 $4,057 - $4,865
-129 Reduced 1.03%
12,389 $465,000
Q3 2023

Oct 10, 2023
SELL
$33.17 - $35.6 $24,048 - $25,810
-725 Reduced 5.47%
12,518 $415,000
Q2 2023

Aug 04, 2023
BUY
$31.55 - $33.71 $157 - $168
5 Added 0.04%
13,243 $446,000
Q1 2023

Apr 25, 2023
BUY
$30.98 - $37.0 $11,772 - $14,060
380 Added 2.96%
13,238 $425,000
Q4 2022

Jan 27, 2023
SELL
$33.4 - $36.31 $43,921 - $47,747
-1,315 Reduced 9.28%
12,858 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-870 Reduced 5.78%
14,173 $430,000
Q2 2022

Jul 22, 2022
BUY
N/A
647 Added 4.49%
15,043 $473,000
Q1 2022

Apr 27, 2022
SELL
N/A
-2,076 Reduced 12.6%
14,396 $552,000
Q4 2021

Jan 19, 2022
SELL
N/A
-641 Reduced 3.75%
16,472 $643,000
Q3 2021

Oct 29, 2021
SELL
N/A
-889 Reduced 4.94%
17,113 $642,000
Q2 2021

Jul 29, 2021
SELL
N/A
-6,486 Reduced 26.49%
18,002 $660,000
Q1 2021

May 10, 2021
SELL
N/A
-5,122 Reduced 17.3%
24,488 $834,000
Q4 2020

Jan 26, 2021
BUY
N/A
29,610 New
29,610 $873,000

Others Institutions Holding XLF

# of Institutions
1,727
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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