Reuter James Wealth Management, LLC Financial Sector Spdr Transaction History

Reuter James Wealth Management, LLC

  • $536 Million
  • Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 9,699 shares of XLF stock, worth $479,712. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,699
Previous 8,553 13.4%
Holding current value
$479,712
Previous $387,000 20.93%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jan 24, 2025
BUY
$44.89 - $51.34 $51,443 - $58,835
1,146 Added 13.4%
9,699 $468,000
Q3 2024

Nov 08, 2024
BUY
$40.84 - $45.74 $349,304 - $391,214
8,553 New
8,553 $387,000
Q1 2022

Apr 14, 2022
SELL
$35.66 - $41.42 $4.39 Million - $5.1 Million
-123,043 Closed
0 $0
Q4 2021

Jan 25, 2022
BUY
$37.54 - $40.62 $4.62 Million - $5 Million
123,043 New
123,043 $4.81 Million

Others Institutions Holding XLF

# of Institutions
2,044
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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