Wealth Advisory Solutions, LLC Financial Sector Spdr Transaction History

Wealth Advisory Solutions, LLC

  • $363 Million
  • Q3 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 11,129 shares of XLF stock, worth $551,330. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,129
Previous 11,566 3.78%
Holding current value
$551,330
Previous $475,000 6.11%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 21, 2024
SELL
$40.84 - $45.74 $17,847 - $19,988
-437 Reduced 3.78%
11,129 $504,000
Q2 2024

Jul 26, 2024
SELL
$39.59 - $42.49 $14,489 - $15,551
-366 Reduced 3.07%
11,566 $475,000
Q1 2024

Apr 23, 2024
SELL
$37.27 - $42.12 $74,018 - $83,650
-1,986 Reduced 14.27%
11,932 $502,000
Q4 2023

Feb 08, 2024
SELL
$31.45 - $37.72 $470,366 - $564,140
-14,956 Reduced 51.8%
13,918 $523,000
Q3 2023

Feb 07, 2024
BUY
$33.17 - $35.6 $438,507 - $470,632
13,220 Added 84.45%
28,874 $957,000
Q2 2023

Aug 07, 2023
BUY
$31.55 - $33.71 $1,198 - $1,280
38 Added 0.24%
15,654 $527,000
Q1 2023

May 15, 2023
SELL
$30.98 - $37.0 $1.47 Million - $1.75 Million
-47,326 Reduced 75.19%
15,616 $502,000
Q4 2022

Feb 10, 2023
SELL
$30.29 - $36.31 $22,414 - $26,869
-740 Reduced 1.16%
62,942 $2.15 Million
Q3 2022

Nov 16, 2022
SELL
$30.36 - $35.81 $4,341 - $5,120
-143 Reduced 0.22%
63,682 $1.93 Million
Q2 2022

Aug 05, 2022
SELL
$30.84 - $38.22 $61,741 - $76,516
-2,002 Reduced 3.04%
63,825 $2.01 Million
Q1 2022

May 16, 2022
SELL
$35.66 - $41.42 $11,660 - $13,544
-327 Reduced 0.49%
65,827 $2.52 Million
Q3 2021

Nov 03, 2021
BUY
$35.11 - $39.0 $202,795 - $225,264
5,776 Added 9.57%
66,154 $2.48 Million
Q2 2021

Jul 21, 2021
BUY
$34.47 - $38.47 $19,682 - $21,966
571 Added 0.95%
60,378 $2.22 Million
Q1 2021

May 13, 2021
SELL
$28.95 - $34.77 $286,402 - $343,979
-9,893 Reduced 14.19%
59,807 $2,000
Q4 2020

Jan 28, 2021
BUY
$23.61 - $29.48 $2,408 - $3,006
102 Added 0.15%
69,700 $2.05 Million
Q3 2020

Dec 29, 2020
BUY
$22.68 - $25.49 $407,536 - $458,029
17,969 Added 34.8%
69,598 $1.68 Million
Q2 2020

Dec 23, 2020
BUY
$19.55 - $26.74 $23,303 - $31,874
1,192 Added 2.36%
51,629 $1.19 Million
Q1 2020

Dec 18, 2020
SELL
$17.66 - $31.17 $22,728 - $40,115
-1,287 Reduced 2.49%
50,437 $1.05 Million
Q4 2019

Jan 27, 2021
BUY
$26.78 - $30.94 $1.39 Million - $1.6 Million
51,724 New
51,724 $1.59 Million

Others Institutions Holding XLF

# of Institutions
1,836
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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