Liberty Wealth Management LLC Financial Sector Spdr Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,164 shares of XLF stock, worth $349,245. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,164
Previous 7,370 2.8%
Holding current value
$349,245
Previous $303,000 6.93%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$40.84 - $45.74 $8,413 - $9,422
-206 Reduced 2.8%
7,164 $324,000
Q2 2024

Aug 06, 2024
BUY
$39.59 - $42.49 $237 - $254
6 Added 0.08%
7,370 $303,000
Q1 2024

May 02, 2024
SELL
$37.27 - $42.12 $3,540 - $4,001
-95 Reduced 1.27%
7,364 $310,000
Q4 2023

Feb 08, 2024
BUY
$31.45 - $37.72 $3,365 - $4,036
107 Added 1.46%
7,459 $280,000
Q3 2023

Nov 13, 2023
SELL
$33.17 - $35.6 $15,589 - $16,732
-470 Reduced 6.01%
7,352 $244,000
Q2 2023

Aug 10, 2023
BUY
$31.55 - $33.71 $4,953 - $5,292
157 Added 2.05%
7,822 $263,000
Q1 2023

May 03, 2023
SELL
$30.98 - $37.0 $13,507 - $16,132
-436 Reduced 5.38%
7,665 $246,000
Q3 2022

Nov 15, 2022
BUY
$30.36 - $35.81 $20,401 - $24,064
672 Added 9.05%
8,101 $245,000
Q2 2022

Aug 15, 2022
SELL
$30.84 - $38.22 $45,458 - $56,336
-1,474 Reduced 16.56%
7,429 $233,000
Q1 2022

May 09, 2022
BUY
$35.66 - $41.42 $88,829 - $103,177
2,491 Added 38.85%
8,903 $341,000
Q4 2021

Feb 15, 2022
SELL
$37.54 - $40.62 $15,428 - $16,694
-411 Reduced 6.02%
6,412 $250,000
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $103,750 - $115,245
2,955 Added 76.4%
6,823 $256,000
Q2 2021

Aug 13, 2021
SELL
$34.47 - $38.47 $4.76 Million - $5.31 Million
-138,041 Reduced 97.27%
3,868 $142,000
Q2 2021

Aug 13, 2021
BUY
$34.47 - $38.47 $4.79 Million - $5.35 Million
139,049 Added 4861.85%
141,909 $3.87 Million
Q4 2020

Feb 09, 2021
SELL
$23.61 - $29.48 $23,586 - $29,450
-999 Reduced 25.89%
2,860 $83,000
Q3 2020

Nov 05, 2020
SELL
$22.68 - $25.49 $33,951 - $38,158
-1,497 Reduced 27.95%
3,859 $93,000
Q2 2020

Aug 04, 2020
SELL
$19.55 - $26.74 $6,744 - $9,225
-345 Reduced 6.05%
5,356 $124,000
Q1 2020

Apr 27, 2020
SELL
$17.66 - $31.17 $8,476 - $14,961
-480 Reduced 7.77%
5,701 $119,000
Q2 2019

Jul 30, 2019
SELL
N/A
-826,910 Reduced 99.26%
6,181 $171,000
Q1 2019

Apr 18, 2019
BUY
N/A
4,944 Added 0.6%
833,091 $21.4 Million
Q4 2018

Mar 26, 2019
BUY
N/A
828,147 New
828,147 $19.7 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

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