Core Wealth Partners LLC Financial Sector Spdr Transaction History

Core Wealth Partners LLC

  • $146 Billion
  • Q2 2024

A detailed history of Core Wealth Partners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,658 shares of XLF stock, worth $313,525. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,658
Previous 6,639 0.29%
Holding current value
$313,525
Previous $280 Million 2.1%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Aug 13, 2024
BUY
$39.59 - $42.49 $752 - $807
19 Added 0.29%
6,658 $274 Million
Q1 2024

Apr 19, 2024
BUY
$37.27 - $42.12 $670 - $758
18 Added 0.27%
6,639 $280 Million
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $786 - $943
25 Added 0.38%
6,621 $249 Million
Q3 2023

Nov 13, 2023
BUY
$33.17 - $35.6 $762 - $818
23 Added 0.35%
6,596 $219 Million
Q1 2023

May 11, 2023
BUY
$30.98 - $37.0 $203,631 - $243,201
6,573 New
6,573 $211 Million

Others Institutions Holding XLF

# of Institutions
1,762
Shares Held
705M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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