Icon Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,399 shares of XLP stock, worth $182,419. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,399
Previous 2,480 3.27%
Holding current value
$182,419
Previous $188,000 3.19%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
N/A
-81 Reduced 3.27%
2,399 $182,000
Q3 2024

Nov 14, 2024
SELL
$76.04 - $76.04 $73,530 - $73,530
-967 Reduced 28.05%
2,480 $188,000
Q3 2024

Nov 12, 2024
BUY
$76.04 - $76.04 $88,814 - $88,814
1,168 Added 51.25%
3,447 $262,000
Q2 2024

Aug 14, 2024
SELL
$73.08 - $78.4 $22,581 - $24,225
-309 Reduced 11.94%
2,279 $174,000
Q1 2024

May 15, 2024
SELL
$71.59 - $76.36 $63,786 - $68,036
-891 Reduced 25.61%
2,588 $197,000
Q4 2023

Feb 14, 2024
BUY
$66.22 - $72.3 $38,804 - $42,367
586 Added 20.26%
3,479 $250,000
Q4 2022

Feb 14, 2023
BUY
$71.53 - $77.19 $18,812 - $20,300
263 Added 10.0%
2,893 $215,000
Q3 2022

Jan 25, 2023
BUY
N/A
2,630 New
2,630 $176,000

Others Institutions Holding XLP

# of Institutions
1,358
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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