Dynamic Wealth Strategies, LLC Select Sector Spdr Tr Communic Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 6,831 shares of XLC stock, worth $651,950. This represents 0.55% of its overall portfolio holdings.

Number of Shares
6,831
Previous 6,805 0.38%
Holding current value
$651,950
Previous $658,000 -0.0%
% of portfolio
0.55%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$94.84 - $105.31 $2,465 - $2,738
26 Added 0.38%
6,831 $658,000
Q4 2024

Feb 13, 2025
BUY
$89.66 - $102.16 $17,842 - $20,329
199 Added 3.01%
6,805 $658,000
Q3 2024

Nov 13, 2024
SELL
$82.16 - $90.4 $1,807 - $1,988
-22 Reduced 0.33%
6,606 $597,000
Q2 2024

Aug 15, 2024
SELL
$77.86 - $86.45 $8,642 - $9,595
-111 Reduced 1.65%
6,628 $568,000
Q1 2024

May 15, 2024
SELL
$71.74 - $81.82 $573 - $654
-8 Reduced 0.12%
6,739 $550,000
Q4 2023

Feb 13, 2024
BUY
$63.09 - $73.1 $425,668 - $493,205
6,747 New
6,747 $490 Million

Others Institutions Holding XLC

# of Institutions
1,214
Shares Held
185M
Call Options Held
3.55M
Put Options Held
3.45M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email