Connectus Wealth, LLC Financial Sector Spdr Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Connectus Wealth, LLC holds 6,847 shares of XLF stock, worth $336,940. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,847
Previous 12,796 46.49%
Holding current value
$336,940
Previous $481,000 40.12%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$37.27 - $42.12 $221,719 - $250,571
-5,949 Reduced 46.49%
6,847 $288,000
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $12,988 - $15,578
-413 Reduced 3.13%
12,796 $481,000
Q3 2023

Nov 13, 2023
BUY
$33.17 - $35.6 $438,142 - $470,240
13,209 New
13,209 $438,000

Others Institutions Holding XLF

# of Institutions
2,050
Shares Held
762M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Connectus Wealth, LLC Portfolio

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

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email