Kaizen Financial Strategies Spdr Ser Tr S & P Telecom ETF Transaction History
Kaizen Financial Strategies
- $165 Million
- Q4 2024
A detailed history of Kaizen Financial Strategies transactions in Spdr Ser Tr S & P Telecom ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,410 shares of XTL stock, worth $608,084. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,410
Previous 3,000
80.33%
Holding current value
$608,084
Previous $301,000
92.36%
% of portfolio
0.35%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding XTL
# of Institutions
53Shares Held
988KCall Options Held
0Put Options Held
0-
New Harbor Financial Group, LLC Leominster, MA126KShares$14.2 Million4.01% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL126KShares$14.2 Million3.98% of portfolio
-
Private Advisor Group, LLC101KShares$11.4 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.3KShares$10.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY91.7KShares$10.3 Million0.0% of portfolio