Turtle Creek Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Turtle Creek Wealth Advisors, LLC

  • $499 Billion
  • Q3 2024

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 2,398 shares of XLI stock, worth $339,556. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,398
Previous 1,594 50.44%
Holding current value
$339,556
Previous $194 Million 67.19%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$120.56 - $135.44 $96,930 - $108,893
804 Added 50.44%
2,398 $325 Million
Q1 2024

Apr 30, 2024
SELL
$110.23 - $125.96 $31,305 - $35,772
-284 Reduced 15.12%
1,594 $201 Million
Q4 2023

Jan 26, 2024
BUY
$96.44 - $114.13 $181,114 - $214,336
1,878 New
1,878 $214 Million

Others Institutions Holding XLI

# of Institutions
1,424
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, 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 Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email