Balanced Wealth Group LLC Consumer Staples Sector Spdr Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

A detailed history of Balanced Wealth Group LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,318 shares of XLP stock, worth $252,300. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,318
Previous 3,747 11.45%
Holding current value
$252,300
Previous $270 Million 5.13%
% of portfolio
0.11%
Previous 0.14%

Shares

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

May 13, 2024
SELL
$71.59 - $76.36 $30,712 - $32,758
-429 Reduced 11.45%
3,318 $256 Million
Q4 2023

Feb 06, 2024
BUY
$66.22 - $72.3 $248,126 - $270,908
3,747 New
3,747 $270 Million

Others Institutions Holding XLP

# of Institutions
1,216
Shares Held
173M
Call Options Held
9.07M
Put Options Held
9.49M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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