Beaird Harris Wealth Management, LLC Financial Sector Spdr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 4,063 shares of XLF stock, worth $201,402. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,063
Previous 20,332 80.02%
Holding current value
$201,402
Previous $921,000 78.72%
% of portfolio
0.02%
Previous 0.09%

Shares

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

Feb 10, 2025
SELL
$44.89 - $51.34 $730,315 - $835,250
-16,269 Reduced 80.02%
4,063 $196,000
Q3 2024

Dec 02, 2024
BUY
$40.84 - $45.74 $664,425 - $744,144
16,269 Added 400.42%
20,332 $921,000
Q4 2022

Feb 14, 2023
SELL
$30.29 - $36.31 $90,870 - $108,930
-3,000 Reduced 42.47%
4,063 $138,000
Q2 2022

Aug 12, 2022
SELL
$30.84 - $38.22 $6,168 - $7,644
-200 Reduced 2.75%
7,063 $222,000
Q4 2021

May 17, 2022
BUY
$37.54 - $40.62 $272,653 - $295,023
7,263 New
7,263 $284,000

Others Institutions Holding XLF

# of Institutions
2,044
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
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