Synergy Asset Management, LLC Financial Sector Spdr Transaction History

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 636 shares of XLF stock, worth $32,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
636
Holding current value
$32,277
% of portfolio
0.0%

Shares

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

Jan 23, 2025
BUY
$44.89 - $51.34 $28,550 - $32,652
636 New
636 $30,000
Q2 2021

Aug 12, 2021
SELL
$34.47 - $38.47 $3.03 Million - $3.38 Million
-87,922 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$28.95 - $34.77 $2.55 Million - $3.06 Million
87,922 New
87,922 $0

Others Institutions Holding XLF

# of Institutions
2,034
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
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email