A detailed history of Axxcess Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 15,630 shares of XLF stock, worth $733,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,630
Previous 15,505 0.81%
Holding current value
$733,359
Previous $653,000 1.68%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$39.59 - $42.49 $4,948 - $5,311
125 Added 0.81%
15,630 $642,000
Q1 2024

May 14, 2024

SELL
$37.27 - $42.12 $96,342 - $108,880
-2,585 Reduced 14.29%
15,505 $653,000
Q4 2023

Feb 06, 2024

BUY
$31.45 - $37.72 $568,930 - $682,354
18,090 New
18,090 $680,000
Q2 2023

Aug 08, 2023

SELL
$31.55 - $33.71 $55,591 - $59,397
-1,762 Reduced 16.93%
8,646 $291,000
Q1 2023

May 03, 2023

SELL
$30.98 - $37.0 $803,559 - $959,706
-25,938 Reduced 71.36%
10,408 $334,000
Q4 2022

Feb 14, 2023

BUY
$30.29 - $36.31 $612,766 - $734,551
20,230 Added 125.53%
36,346 $1.24 Million
Q3 2022

Nov 14, 2022

SELL
$30.36 - $35.81 $31,938 - $37,672
-1,052 Reduced 6.13%
16,116 $489,000
Q2 2022

Aug 11, 2022

BUY
$30.84 - $38.22 $208,540 - $258,443
6,762 Added 64.98%
17,168 $540,000
Q1 2022

Aug 11, 2022

SELL
$35.66 - $41.42 $70,214 - $81,555
-1,969 Reduced 15.91%
10,406 $399,000
Q4 2021

Aug 11, 2022

BUY
$37.54 - $40.62 $464,557 - $502,672
12,375 New
12,375 $483,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.