A detailed history of Insight Wealth Strategies, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 86,630 shares of XLI stock, worth $11.4 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
86,630
Previous 85,857 0.9%
Holding current value
$11.4 Million
Previous $10.5 Million 12.14%
% of portfolio
1.57%
Previous 1.5%

Shares

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

Oct 07, 2024

BUY
$120.56 - $135.44 $93,192 - $104,695
773 Added 0.9%
86,630 $11.7 Million
Q2 2024

Jul 08, 2024

BUY
$120.47 - $125.94 $4.3 Million - $4.49 Million
35,670 Added 71.07%
85,857 $10.5 Million
Q1 2024

Apr 05, 2024

BUY
$110.23 - $125.96 $5.53 Million - $6.32 Million
50,187 New
50,187 $6.32 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, 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 Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.