Wealth Alliance Advisory Group, LLC Financial Sector Spdr Transaction History

Wealth Alliance Advisory Group, LLC

$441 Million
Q3 2024

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 5,395 shares of XLF stock, worth $263,006. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,395

Previous 5,394 0.02%

Holding current value

$263,006

Previous $221,000 10.41%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$40.84 - $45.74 $40 - $45	1 Added 0.02%	5,395 $244,000
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $39 - $42	1 Added 0.02%	5,394 $221,000
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $9,280 - $10,487	-249 Reduced 4.41%	5,393 $227,000
Q4 2023 Jan 10, 2024	BUY	$31.45 - $37.72 $177,440 - $212,816	5,642 New	5,642 $212,000
Q1 2023 May 02, 2023	SELL	$30.98 - $37.0 $4,894 - $5,846	-158 Reduced 2.29%	6,738 $216,000
Q4 2022 Jan 17, 2023	BUY	$30.29 - $36.31 $4,816 - $5,773	159 Added 2.36%	6,896 $0
Q2 2022 Jul 08, 2022	BUY	$30.84 - $38.22 $493 - $611	16 Added 0.24%	6,737 $212,000
Q1 2022 Apr 18, 2022	SELL	$35.66 - $41.42 $138,860 - $161,289	-3,894 Reduced 36.68%	6,721 $258,000
Q4 2021 Jan 13, 2022	BUY	$37.54 - $40.62 $165,664 - $179,256	4,413 Added 71.15%	10,615 $415,000
Q3 2021 Oct 08, 2021	BUY	$35.11 - $39.0 $421 - $468	12 Added 0.19%	6,202 $233,000
Q1 2021 Apr 28, 2021	BUY	$28.95 - $34.77 $179,200 - $215,226	6,190 New	6,190 $211,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.

Account

Wealth Alliance Advisory Group, LLC Financial Sector Spdr Transaction History