Waterway Wealth Management, LLC Financial Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 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 55,875 shares of XLF stock, worth $2.79 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
55,875
Previous 53,974 3.52%
Holding current value
$2.79 Million
Previous $2.22 Billion 14.12%
% of portfolio
1.09%
Previous 1.09%

Shares

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

Oct 21, 2024
BUY
$40.84 - $45.74 $77,636 - $86,951
1,901 Added 3.52%
55,875 $2.53 Billion
Q2 2024

Jul 25, 2024
BUY
$39.59 - $42.49 $184,528 - $198,045
4,661 Added 9.45%
53,974 $2.22 Billion
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
1,837
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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