Modera Wealth Management, LLC Financial Sector Spdr Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 10,153 shares of XLF stock, worth $497,395. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,153

Previous 9,973 1.8%

Holding current value

$497,395

Previous $409,000 12.47%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$40.84 - $45.74 $7,351 - $8,233	180 Added 1.8%	10,153 $460,000
Q2 2024 Jul 29, 2024	BUY	$39.59 - $42.49 $4,275 - $4,588	108 Added 1.09%	9,973 $409,000
Q1 2024 May 14, 2024	BUY	$37.27 - $42.12 $11,218 - $12,678	301 Added 3.15%	9,865 $415,000
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $60,352 - $72,384	-1,919 Reduced 16.71%	9,564 $359,000
Q3 2023 Nov 30, 2023	BUY	$33.17 - $35.6 $380,891 - $408,794	11,483 New	11,483 $380,000
Q2 2023 Aug 07, 2023	BUY	$31.55 - $33.71 $390,809 - $417,565	12,387 New	12,387 $417,000

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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Modera Wealth Management, LLC Financial Sector Spdr Transaction History