Core Wealth Partners LLC Financial Sector Spdr Transaction History

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024

A detailed history of Core Wealth Partners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,677 shares of XLF stock, worth $327,907. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,677
Previous 6,658 0.29%
Holding current value
$327,907
Previous $274 Million 10.55%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 04, 2024
BUY
$40.84 - $45.74 $775 - $869
19 Added 0.29%
6,677 $303 Million
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $752 - $807
19 Added 0.29%
6,658 $274 Million
Q1 2024

Apr 19, 2024
BUY
$37.27 - $42.12 $670 - $758
18 Added 0.27%
6,639 $280 Million
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $786 - $943
25 Added 0.38%
6,621 $249 Million
Q3 2023

Nov 13, 2023
BUY
$33.17 - $35.6 $762 - $818
23 Added 0.35%
6,596 $219 Million
Q1 2023

May 11, 2023
BUY
$30.98 - $37.0 $203,631 - $243,201
6,573 New
6,573 $211 Million

Others Institutions Holding XLF

# of Institutions
1,839
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 Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners 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 Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email