Cyndeo Wealth Partners, LLC Financial Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,349 shares of XLF stock, worth $225,278. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,349
Previous 5,896 26.24%
Holding current value
$225,278
Previous $267,000 21.35%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 21, 2025
SELL
$44.89 - $51.34 $69,444 - $79,422
-1,547 Reduced 26.24%
4,349 $210,000
Q3 2024

Oct 18, 2024
BUY
$40.84 - $45.74 $240,792 - $269,683
5,896 New
5,896 $267,000

Others Institutions Holding XLF

# of Institutions
2,029
Shares Held
762M
Call Options Held
259M
Put Options Held
341M
View Full List

About FINANCIAL SECTOR SPDR

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