Brown Miller Wealth Management, LLC Industrial Sector Spdr Transaction History

Brown Miller Wealth Management, LLC

  • $257 Million
  • Q3 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 2,422 shares of XLI stock, worth $346,781. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,422
Previous 4,039 40.03%
Holding current value
$346,781
Previous $492,000 33.33%
% of portfolio
0.13%
Previous 0.2%

Shares

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

Oct 10, 2024
SELL
$120.56 - $135.44 $194,945 - $219,006
-1,617 Reduced 40.03%
2,422 $328,000
Q2 2024

Jul 12, 2024
SELL
$120.47 - $125.94 $48,669 - $50,879
-404 Reduced 9.09%
4,039 $492,000
Q1 2024

Apr 17, 2024
SELL
$110.23 - $125.96 $492,728 - $563,041
-4,470 Reduced 50.15%
4,443 $559,000
Q4 2023

Jan 18, 2024
BUY
$96.44 - $114.13 $12,151 - $14,380
126 Added 1.43%
8,913 $1.02 Million
Q3 2023

Oct 17, 2023
BUY
$100.74 - $110.75 $53,694 - $59,029
533 Added 6.46%
8,787 $890,000
Q2 2023

Jul 18, 2023
BUY
$96.85 - $107.32 $17,239 - $19,102
178 Added 2.2%
8,254 $885,000
Q1 2023

Apr 10, 2023
BUY
$96.51 - $103.67 $779,414 - $837,238
8,076 New
8,076 $817,000
Q4 2021

Jan 25, 2022
SELL
$98.64 - $107.12 $552,482 - $599,979
-5,601 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$98.78 - $105.53 $553,266 - $591,073
5,601 New
5,601 $573,000

Others Institutions Holding XLI

# of Institutions
1,437
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Brown Miller Wealth Management, LLC Portfolio

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

News

Stay updated on Brown Miller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email