Avantax Planning Partners, Inc. Industrial Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 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 2,232 shares of XLI stock, worth $309,377. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,232

Previous 1,653 35.03%

Holding current value

$309,377

Previous $223,000 31.84%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$131.76 - $143.99 $76,289 - $83,370	579 Added 35.03%	2,232 $294,000
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $9,042 - $10,158	-75 Reduced 4.34%	1,653 $223,000
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

1,497

Shares Held

135M

Call Options Held

23M

Put Options Held

34.4M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Industrial Sector Spdr Transaction History