Avantax Planning Partners, Inc. Industrial Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,728 shares of XLI stock, worth $244,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,728

Previous 1,691 2.19%

Holding current value

$244,684

Previous $212,000 0.94%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$120.47 - $125.94 $4,457 - $4,659	37 Added 2.19%	1,728 $210,000
Q1 2024 May 02, 2024	SELL	$110.23 - $125.96 $14,219 - $16,248	-129 Reduced 7.09%	1,691 $212,000
Q4 2023 Feb 09, 2024	BUY	$96.44 - $114.13 $175,520 - $207,716	1,820 New	1,820 $207,000
Q3 2021 Oct 27, 2021	SELL	$97.84 - $105.53 $202,920 - $218,869	-2,074 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$98.78 - $105.53 $204,869 - $218,869	2,074 New	2,074 $212,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,779 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	1,779 New	1,779 $139,000
Q2 2018 Aug 13, 2018	SELL	N/A	-2,468 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	2,468 New	2,468 $183,000

Others Institutions Holding XLI

# of Institutions

1,424

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.3M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Avantax Planning Partners, Inc. Industrial Sector Spdr Transaction History