Phillips Wealth Planners LLC Select Sector Spdr Tr Communic Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,954 shares of XLC stock, worth $673,703. This represents 0.61% of its overall portfolio holdings.

Number of Shares

6,954

Previous 10,690 34.95%

Holding current value

$673,703

Previous $938 Million 32.58%

% of portfolio

0.61%

Previous 0.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$82.16 - $90.4 $306,949 - $337,734	-3,736 Reduced 34.95%	6,954 $633 Million
Q2 2024 Aug 02, 2024	BUY	$77.86 - $86.45 $1,712 - $1,901	22 Added 0.21%	10,690 $938 Million
Q1 2024 Apr 29, 2024	SELL	$71.74 - $81.82 $42,757 - $48,764	-596 Reduced 5.29%	10,668 $854 Million
Q4 2023 Feb 12, 2024	BUY	$63.09 - $73.1 $1,451 - $1,681	23 Added 0.2%	11,264 $832 Million
Q3 2023 Oct 30, 2023	BUY	$64.88 - $68.81 $57,937 - $61,447	893 Added 8.63%	11,241 $755 Million
Q2 2023 Jul 26, 2023	SELL	$56.13 - $65.3 $65,110 - $75,748	-1,160 Reduced 10.08%	10,348 $673 Million
Q1 2023 May 15, 2023	BUY	$48.61 - $59.39 $3,062 - $3,741	63 Added 0.55%	11,508 $689 Million
Q4 2022 Feb 14, 2023	BUY	$45.41 - $51.94 $519,717 - $594,453	11,445 New	11,445 $638 Million

Others Institutions Holding XLC

# of Institutions

1,064

Shares Held

179M

Call Options Held

2.59M

Put Options Held

2.75M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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Phillips Wealth Planners LLC Select Sector Spdr Tr Communic Transaction History