Avitas Wealth Management LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Avitas Wealth Management LLC

  • $651 Million
  • Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Avitas Wealth Management LLC holds 3,518 shares of XME stock, worth $215,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,518
Previous 3,554 1.01%
Holding current value
$215,688
Previous $212,000 -0.0%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 24, 2024
SELL
$54.61 - $60.28 $1,965 - $2,170
-36 Reduced 1.01%
3,518 $212,000
Q4 2023

Jan 24, 2024
BUY
$48.56 - $61.4 $172,582 - $218,215
3,554 New
3,554 $212,000
Q2 2022

Jul 29, 2022
SELL
N/A
-4,851 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-1,636 Reduced 25.22%
4,851 $297,000
Q4 2021

Jan 26, 2022
SELL
N/A
-53 Reduced 0.81%
6,487 $290,000
Q3 2021

Oct 28, 2021
SELL
N/A
-22 Reduced 0.34%
6,540 $273,000
Q2 2021

Jul 12, 2021
BUY
N/A
109 Added 1.69%
6,562 $283,000
Q1 2021

May 13, 2021
BUY
N/A
6,453 New
6,453 $258,000

Others Institutions Holding XME

# of Institutions
332
Shares Held
25.2M
Call Options Held
7.8M
Put Options Held
15.4M
View Full List

About SPDR SER TR SPDR S&P METALS &

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