Wr Wealth Planners, LLC Financial Sector Spdr Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 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 $10,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares
209
Previous 209 -0.0%
Holding current value
$10,280
Previous $8,000 12.5%
% 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
1,771
Shares Held
714M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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