A detailed history of Life Plan Financial, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 94,702 shares of XLP stock, worth $7.2 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares
94,702
Previous 92,996 1.83%
Holding current value
$7.2 Million
Previous $7.12 Billion 10.37%
% of portfolio
6.75%
Previous 6.56%

Shares

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

Oct 03, 2024

BUY
$76.04 - $76.04 $129,724 - $129,724
1,706 Added 1.83%
94,702 $7.86 Billion
Q2 2024

Jul 30, 2024

BUY
$73.08 - $78.4 $943,901 - $1.01 Million
12,916 Added 16.13%
92,996 $7.12 Billion
Q1 2024

Apr 30, 2024

BUY
$71.59 - $76.36 $1.02 Million - $1.09 Million
14,217 Added 21.59%
80,080 $6.11 Billion
Q4 2023

Jan 30, 2024

BUY
$66.22 - $72.3 $4.36 Million - $4.76 Million
65,863 New
65,863 $4.74 Billion

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.