Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023

SELL
$31.55 - $33.71 $28,868 - $30,844
-915 Reduced 11.77%
6,857 $231,000
Q1 2023

Apr 28, 2023

SELL
$30.98 - $37.0 $19,083 - $22,792
-616 Reduced 7.34%
7,772 $249,000
Q4 2022

Feb 06, 2023

SELL
$30.29 - $36.31 $31,683 - $37,980
-1,046 Reduced 11.09%
8,388 $286,000
Q3 2022

Nov 03, 2022

SELL
$30.36 - $35.81 $10,109 - $11,924
-333 Reduced 3.41%
9,434 $286,000
Q2 2022

Aug 08, 2022

SELL
$30.84 - $38.22 $15,882 - $19,683
-515 Reduced 5.01%
9,767 $307,000
Q1 2022

May 27, 2022

SELL
$35.66 - $41.42 $8,629 - $10,023
-242 Reduced 2.3%
10,282 $394,000
Q4 2021

May 27, 2022

BUY
$37.54 - $40.62 $35,400 - $38,304
943 Added 9.84%
10,524 $411,000
Q3 2021

Oct 27, 2021

BUY
$35.11 - $39.0 $57,896 - $64,311
1,649 Added 20.79%
9,581 $360,000
Q2 2021

Jul 09, 2021

BUY
$34.47 - $38.47 $273,416 - $305,144
7,932 New
7,932 $291,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.