Iams Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,134 shares of XLC stock, worth $767,547. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,134
Previous 7,069 0.92%
Holding current value
$767,547
Previous $682 Million 13.57%
% of portfolio
0.36%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$86.13 - $108.53 $5,598 - $7,054
65 Added 0.92%
7,134 $774 Million
Q1 2025

Apr 10, 2025
SELL
$94.84 - $105.31 $52,731 - $58,552
-556 Reduced 7.29%
7,069 $682 Million
Q4 2024

Jan 23, 2025
BUY
$89.66 - $102.16 $126,420 - $144,045
1,410 Added 22.69%
7,625 $738 Million
Q3 2024

Oct 11, 2024
BUY
$82.16 - $90.4 $510,624 - $561,836
6,215 New
6,215 $562 Million

Others Institutions Holding XLC

# of Institutions
1,230
Shares Held
336M
Call Options Held
2.97M
Put Options Held
2.93M
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 Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email