Wr Wealth Planners, LLC Financial Sector Spdr Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 209 shares of XLF stock, worth $10,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares
209
Previous 209 -0.0%
Holding current value
$10,826
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024
BUY
$37.27 - $42.12 $7,789 - $8,803
209 New
209 $8,000
Q2 2023

Aug 01, 2024
BUY
$31.55 - $33.71 $79,884 - $85,353
2,532 Added 1211.48%
2,741 $92.4 Million
Q1 2023

Aug 01, 2024
BUY
$30.98 - $37.0 $12,268 - $14,652
396 Added 189.47%
605 $19.5 Million
Q3 2022

Oct 10, 2024
SELL
$30.36 - $35.81 $1,487 - $1,754
-49 Reduced 23.44%
160 $4.86 Million
Q2 2022

Oct 17, 2024
BUY
$30.84 - $38.22 $986 - $1,223
32 Added 20.0%
192 $6.04 Million
Q1 2022

Oct 17, 2024
SELL
$35.66 - $41.42 $1,747 - $2,029
-49 Reduced 23.44%
160 $6.13 Million

Others Institutions Holding XLF

# of Institutions
2,023
Shares Held
752M
Call Options Held
193M
Put Options Held
332M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email