Holistic Planning, LLC Consumer Staples Sector Spdr Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 12,081 shares of XLP stock, worth $918,639. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,081
Previous 3,414 253.87%
Holding current value
$918,639
Previous $283 Million 235.15%
% of portfolio
0.34%
Previous 0.12%

Shares

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

Jan 24, 2025
BUY
N/A
8,667 Added 253.87%
12,081 $950 Million
Q3 2024

Nov 01, 2024
BUY
$76.04 - $76.04 $259,600 - $259,600
3,414 New
3,414 $283 Million

Others Institutions Holding XLP

# of Institutions
1,357
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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