Waterway Wealth Management, LLC Financial Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $227 Billion
  • Q1 2024

A detailed history of Waterway Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 49,313 shares of XLF stock, worth $2.05 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
49,313
Previous 51,551 4.34%
Holding current value
$2.05 Million
Previous $1.94 Billion 7.16%
% of portfolio
0.91%
Previous 0.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$37.27 - $42.12 $83,410 - $94,264
-2,238 Reduced 4.34%
49,313 $2.08 Billion
Q4 2023

Jan 17, 2024
BUY
$31.45 - $37.72 $1.62 Million - $1.94 Million
51,551 New
51,551 $1.94 Billion

Others Institutions Holding XLF

# of Institutions
1,725
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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