Brown Miller Wealth Management, LLC Financial Sector Spdr Transaction History

Brown Miller Wealth Management, LLC

$257 Million
Q3 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 5,801 shares of XLF stock, worth $294,980. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,801

Previous 9,511 39.01%

Holding current value

$294,980

Previous $391,000 32.99%

% of portfolio

0.1%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$40.84 - $45.74 $151,516 - $169,695	-3,710 Reduced 39.01%	5,801 $262,000
Q2 2024 Jul 12, 2024	BUY	$39.59 - $42.49 $376,540 - $404,122	9,511 New	9,511 $391,000
Q2 2022 Jul 18, 2022	SELL	$30.84 - $38.22 $313,303 - $388,276	-10,159 Reduced 47.1%	11,409 $358,000
Q1 2022 Apr 14, 2022	BUY	$35.66 - $41.42 $312,987 - $363,543	8,777 Added 68.62%	21,568 $826,000
Q4 2021 Jan 25, 2022	SELL	$37.54 - $40.62 $52,105 - $56,380	-1,388 Reduced 9.79%	12,791 $499,000
Q2 2021 Jul 26, 2021	BUY	$34.47 - $38.47 $16,166 - $18,042	469 Added 3.42%	14,179 $520,000
Q1 2021 Apr 21, 2021	BUY	$28.95 - $34.77 $396,904 - $476,696	13,710 New	13,710 $467,000

Others Institutions Holding XLF

# of Institutions

1,869

Shares Held

703M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Brown Miller Wealth Management, LLC Financial Sector Spdr Transaction History