Amplius Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,005 shares of XBI stock, worth $270,119. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,005
Previous 3,004 0.03%
Holding current value
$270,119
Previous $278,000 6.47%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 16, 2024
BUY
$90.87 - $102.43 $90 - $102
1 Added 0.03%
3,005 $296,000
Q2 2024

Jul 22, 2024
BUY
$82.22 - $94.12 $246 - $282
3 Added 0.1%
3,004 $278,000
Q4 2023

Jan 10, 2024
BUY
$64.12 - $90.86 $64 - $90
1 Added 0.03%
3,001 $267,000
Q2 2022

Jul 21, 2022
SELL
$62.81 - $96.09 $6,281 - $9,609
-100 Reduced 3.23%
3,000 $222,000
Q1 2022

May 09, 2022
SELL
$81.07 - $115.44 $1,945 - $2,770
-24 Reduced 0.77%
3,100 $278,000
Q4 2021

Jan 28, 2022
BUY
$108.77 - $134.15 $339,797 - $419,084
3,124 New
3,124 $349,000

Others Institutions Holding XBI

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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