Avitas Wealth Management LLC Industrial Sector Spdr Transaction History

Avitas Wealth Management LLC

  • $651 Million
  • Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 10,929 shares of XLI stock, worth $1.36 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,929
Previous 11,135 1.85%
Holding current value
$1.36 Million
Previous $1.27 Million 8.43%
% of portfolio
0.21%
Previous 0.21%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$110.23 - $125.96 $22,707 - $25,947
-206 Reduced 1.85%
10,929 $1.38 Million
Q4 2023

Jan 24, 2024
BUY
$96.44 - $114.13 $13,115 - $15,521
136 Added 1.24%
11,135 $1.27 Million
Q3 2023

Nov 02, 2023
BUY
$100.74 - $110.75 $302 - $332
3 Added 0.03%
10,999 $1.12 Million
Q2 2023

Jul 18, 2023
BUY
$96.85 - $107.32 $10,653 - $11,805
110 Added 1.01%
10,996 $1.18 Million
Q1 2023

May 15, 2023
BUY
$96.51 - $103.67 $75,374 - $80,966
781 Added 7.73%
10,886 $1.1 Million
Q4 2022

Jan 10, 2023
BUY
$93.83 - $102.33 $58,174 - $63,444
620 Added 6.54%
10,105 $0
Q3 2022

Oct 27, 2022
BUY
N/A
202 Added 2.18%
9,485 $786,000
Q2 2022

Jul 29, 2022
BUY
N/A
1,038 Added 12.59%
9,283 $811,000
Q1 2022

Apr 28, 2022
BUY
N/A
5,025 Added 156.06%
8,245 $849,000
Q4 2021

Jan 26, 2022
SELL
N/A
-98 Reduced 2.95%
3,220 $341,000
Q3 2021

Oct 28, 2021
SELL
N/A
-319 Reduced 8.77%
3,318 $325,000
Q2 2021

Jul 12, 2021
BUY
N/A
22 Added 0.61%
3,637 $372,000
Q1 2021

May 13, 2021
SELL
N/A
-1,111 Reduced 23.51%
3,615 $356,000
Q4 2020

Feb 26, 2021
SELL
N/A
-160 Reduced 3.27%
4,726 $418,000
Q3 2020

Oct 06, 2020
SELL
N/A
-114 Reduced 2.28%
4,886 $376,000
Q2 2020

Jul 30, 2020
SELL
N/A
-80 Reduced 1.57%
5,000 $344,000
Q1 2020

May 13, 2020
SELL
N/A
-7,426 Reduced 59.38%
5,080 $300,000
Q4 2019

Feb 13, 2020
SELL
N/A
-650 Reduced 4.94%
12,506 $1.02 Million
Q3 2019

Oct 18, 2019
BUY
N/A
2,608 Added 24.73%
13,156 $1.02 Million
Q2 2019

Jul 23, 2019
BUY
N/A
208 Added 2.01%
10,548 $817,000
Q1 2019

May 01, 2019
BUY
N/A
24 Added 0.23%
10,340 $776,000
Q4 2018

Feb 08, 2019
BUY
N/A
625 Added 6.45%
10,316 $664,000
Q3 2018

Nov 13, 2018
SELL
N/A
-3,686 Reduced 27.55%
9,691 $760,000
Q2 2018

Aug 13, 2018
BUY
N/A
13,377 New
13,377 $958,000

Others Institutions Holding XLI

# of Institutions
1,360
Shares Held
134M
Call Options Held
19.4M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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