Avitas Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024

A detailed history of Avitas Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 15,052 shares of XLP stock, worth $1.14 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
15,052
Previous 16,856 10.7%
Holding current value
$1.14 Million
Previous $1.29 Million 11.32%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Oct 25, 2024
SELL
$76.04 - $76.04 $137,176 - $137,176
-1,804 Reduced 10.7%
15,052 $1.14 Million
Q2 2024

Jul 24, 2024
BUY
$73.08 - $78.4 $8,915 - $9,564
122 Added 0.73%
16,856 $1.29 Million
Q1 2024

Apr 24, 2024
SELL
$71.59 - $76.36 $23,409 - $24,969
-327 Reduced 1.92%
16,734 $1.28 Million
Q4 2023

Jan 24, 2024
BUY
$66.22 - $72.3 $13,111 - $14,315
198 Added 1.17%
17,061 $1.23 Million
Q3 2023

Nov 02, 2023
SELL
$68.8 - $76.1 $1,032 - $1,141
-15 Reduced 0.09%
16,863 $1.16 Million
Q2 2023

Jul 18, 2023
BUY
$72.59 - $77.5 $11,614 - $12,400
160 Added 0.96%
16,878 $1.25 Million
Q1 2023

May 15, 2023
SELL
$71.11 - $75.78 $4.86 Million - $5.18 Million
-68,309 Reduced 80.34%
16,718 $1.25 Million
Q4 2022

Jan 10, 2023
BUY
$71.53 - $77.19 $5.05 Million - $5.45 Million
70,589 Added 488.91%
85,027 $0
Q3 2022

Oct 27, 2022
BUY
N/A
303 Added 2.14%
14,438 $963,000
Q2 2022

Jul 29, 2022
BUY
N/A
1,643 Added 13.15%
14,135 $1.02 Million
Q1 2022

Apr 28, 2022
BUY
N/A
61 Added 0.49%
12,492 $948,000
Q4 2021

Jan 26, 2022
SELL
N/A
-252 Reduced 1.99%
12,431 $959,000
Q3 2021

Oct 28, 2021
SELL
N/A
-156 Reduced 1.22%
12,683 $873,000
Q2 2021

Jul 12, 2021
BUY
N/A
159 Added 1.25%
12,839 $898,000
Q1 2021

May 13, 2021
BUY
N/A
3 Added 0.02%
12,680 $866,000
Q4 2020

Feb 26, 2021
SELL
N/A
-82 Reduced 0.64%
12,677 $855,000
Q3 2020

Oct 06, 2020
BUY
N/A
379 Added 3.06%
12,759 $818,000
Q2 2020

Jul 30, 2020
SELL
N/A
-8 Reduced 0.06%
12,380 $726,000
Q1 2020

May 13, 2020
SELL
N/A
-1,026 Reduced 7.65%
12,388 $675,000
Q4 2019

Feb 13, 2020
SELL
N/A
-133 Reduced 0.98%
13,414 $845,000
Q3 2019

Oct 18, 2019
SELL
N/A
-1,537 Reduced 10.19%
13,547 $832,000
Q2 2019

Jul 23, 2019
BUY
N/A
358 Added 2.43%
15,084 $876,000
Q1 2019

May 01, 2019
BUY
N/A
35 Added 0.24%
14,726 $826,000
Q4 2018

Feb 08, 2019
BUY
N/A
690 Added 4.93%
14,691 $746,000
Q3 2018

Nov 13, 2018
SELL
N/A
-113 Reduced 0.8%
14,001 $755,000
Q2 2018

Aug 13, 2018
BUY
N/A
14,114 New
14,114 $727,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email