Insight Wealth Strategies, LLC Financial Sector Spdr Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 210,170 shares of XLF stock, worth $9.95 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
210,170
Previous 213,333 1.48%
Holding current value
$9.95 Million
Previous $9.67 Million 5.06%
% of portfolio
1.37%
Previous 1.29%

Shares

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

Jan 06, 2025
SELL
$44.89 - $51.34 $141,987 - $162,388
-3,163 Reduced 1.48%
210,170 $10.2 Million
Q3 2024

Oct 07, 2024
BUY
$40.84 - $45.74 $132,934 - $148,883
3,255 Added 1.55%
213,333 $9.67 Million
Q2 2024

Jul 08, 2024
BUY
$39.59 - $42.49 $8.32 Million - $8.93 Million
210,078 New
210,078 $8.64 Million

Others Institutions Holding XLF

# of Institutions
1,846
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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