Ledge Wealth Management, Inc. Financial Sector Spdr Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 298,195 shares of XLF stock, worth $14.6 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares

298,195

Previous 298,057 0.05%

Holding current value

$14.6 Million

Previous $9.89 Million 13.41%

% of portfolio

4.36%

Previous 4.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$31.45 - $37.72 $4,340 - $5,205	138 Added 0.05%	298,195 $11.2 Million
Q3 2023 Oct 23, 2023	BUY	$33.17 - $35.6 $275,642 - $295,836	8,310 Added 2.87%	298,057 $9.89 Million
Q2 2023 Jul 11, 2023	BUY	$31.55 - $33.71 $5,174 - $5,528	164 Added 0.06%	289,747 $9.77 Million
Q1 2023 Apr 14, 2023	BUY	$30.98 - $37.0 $224,821 - $268,509	7,257 Added 2.57%	289,583 $9.31 Million
Q4 2022 Feb 02, 2023	BUY	$30.29 - $36.31 $490,243 - $587,677	16,185 Added 6.08%	282,326 $9.66 Million
Q3 2022 Oct 18, 2022	SELL	$30.36 - $35.81 $198,858 - $234,555	-6,550 Reduced 2.4%	266,141 $8.08 Million
Q2 2022 Jul 20, 2022	BUY	$30.84 - $38.22 $1.05 Million - $1.3 Million	33,976 Added 14.23%	272,691 $8.58 Million
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $8.51 Million - $9.89 Million	238,715 New	238,715 $9.15 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Ledge Wealth Management, Inc. Financial Sector Spdr Transaction History