Beacon Bridge Wealth Partners, LLC Financial Sector Spdr Transaction History

Beacon Bridge Wealth Partners, LLC

  • $235 Billion
  • Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 33,130 shares of XLF stock, worth $1.68 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
33,130
Previous 5,148 543.55%
Holding current value
$1.68 Million
Previous $233 Million 586.29%
% of portfolio
0.68%
Previous 0.1%

Shares

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

Feb 04, 2025
BUY
$44.89 - $51.34 $1.26 Million - $1.44 Million
27,982 Added 543.55%
33,130 $1.6 Billion
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $210,244 - $235,469
5,148 New
5,148 $233 Million

Others Institutions Holding XLF

# of Institutions
2,035
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

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

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email