Wellington Wealth Strategies, Llc. Financial Sector Spdr Transaction History

Wellington Wealth Strategies, Llc.

  • $132 Billion
  • Q3 2024

A detailed history of Wellington Wealth Strategies, Llc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 4,564 shares of XLF stock, worth $231,531. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,564
Holding current value
$231,531
% of portfolio
0.16%

Shares

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

Nov 12, 2024
BUY
$40.84 - $45.74 $186,393 - $208,757
4,564 New
4,564 $212 Million
Q1 2024

May 14, 2024
SELL
$37.27 - $42.12 $357,270 - $403,762
-9,586 Reduced 65.25%
5,105 $215 Million
Q4 2020

Feb 14, 2024
BUY
$23.61 - $29.48 $346,854 - $433,090
14,691 New
14,691 $552 Million

Others Institutions Holding XLF

# of Institutions
1,840
Shares Held
696M
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
Track This Portfolio

Track Wellington Wealth Strategies, Llc. Portfolio

Follow Wellington Wealth Strategies, 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 Wellington Wealth Strategies, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Wellington Wealth Strategies, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email