Amplius Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 4,186 shares of XLC stock, worth $407,465. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,186
Previous 4,186 -0.0%
Holding current value
$407,465
Previous $358,000 5.59%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$77.86 - $86.45 $2,880 - $3,198
-37 Reduced 0.88%
4,186 $358,000
Q1 2024

Apr 16, 2024
SELL
$71.74 - $81.82 $9,182 - $10,472
-128 Reduced 2.94%
4,223 $344,000
Q4 2023

Jan 10, 2024
BUY
$63.09 - $73.1 $6,182 - $7,163
98 Added 2.3%
4,351 $316,000
Q3 2023

Oct 17, 2023
SELL
$64.88 - $68.81 $4,087 - $4,335
-63 Reduced 1.46%
4,253 $278,000
Q2 2023

Jul 26, 2023
SELL
$56.13 - $65.3 $1,290 - $1,501
-23 Reduced 0.53%
4,316 $280,000
Q1 2023

Apr 25, 2023
BUY
$48.61 - $59.39 $210,918 - $257,693
4,339 New
4,339 $251,000
Q3 2022

Nov 10, 2022
SELL
$47.89 - $59.89 $28,877 - $36,113
-603 Reduced 8.59%
6,419 $307,000
Q2 2022

Jul 21, 2022
BUY
$53.08 - $71.2 $372,727 - $499,966
7,022 New
7,022 $381,000
Q1 2022

May 09, 2022
SELL
$63.62 - $78.22 $1,272 - $1,564
-20 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$73.63 - $82.12 $1,472 - $1,642
20 New
20 $1,000

Others Institutions Holding XLC

# of Institutions
1,062
Shares Held
179M
Call Options Held
2.59M
Put Options Held
2.75M
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 Amplius Wealth Advisors, LLC Portfolio

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email