Zrc Wealth Management, LLC Financial Sector Spdr Transaction History

Zrc Wealth Management, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,970 shares of XLF stock, worth $102,046. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,970
Previous 2,212 10.94%
Holding current value
$102,046
Previous $100 Million 5.01%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$44.89 - $51.34 $10,863 - $12,424
-242 Reduced 10.94%
1,970 $95.2 Million
Q3 2024

Oct 04, 2024
BUY
$40.84 - $45.74 $10,495 - $11,755
257 Added 13.15%
2,212 $100 Million
Q2 2024

Jul 08, 2024
BUY
$39.59 - $42.49 $316 - $339
8 Added 0.41%
1,955 $80.4 Million
Q1 2024

Apr 19, 2024
BUY
$37.27 - $42.12 $260 - $294
7 Added 0.36%
1,947 $82 Million
Q1 2023

May 04, 2023
BUY
$30.98 - $37.0 $60,101 - $71,780
1,940 New
1,940 $62.4 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
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