Org Wealth Partners, LLC Financial Sector Spdr Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 166 shares of XLF stock, worth $8,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166
Previous 166 -0.0%
Holding current value
$8,706
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$47.32 - $52.19 $3,832 - $4,227
81 Added 95.29%
166 $8,000
Q4 2024

Jan 10, 2025
SELL
$44.89 - $51.34 $942 - $1,078
-21 Reduced 19.81%
85 $4,000
Q3 2024

Oct 11, 2024
BUY
$40.84 - $45.74 $4,329 - $4,848
106 New
106 $4.8 Million

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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