9258 Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History

9258 Wealth Management, LLC

  • $634 Million
  • Q1 2024

A detailed history of 9258 Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,050 shares of XAR stock, worth $429,623. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,050
Previous 3,050 -0.0%
Holding current value
$429,623
Previous $413,000 3.63%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
SELL
$110.78 - $122.64 $16,617 - $18,396
-150 Reduced 4.69%
3,050 $370,000
Q4 2020

Feb 10, 2021
SELL
N/A
-25 Reduced 0.78%
3,200 $367,000
Q3 2020

Nov 13, 2020
SELL
N/A
-1,200 Reduced 27.12%
3,225 $275,000
Q4 2019

Feb 06, 2020
BUY
N/A
4,425 New
4,425 $483,000

Others Institutions Holding XAR

# of Institutions
353
Shares Held
6.96M
Call Options Held
19.7K
Put Options Held
900
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email