Brown Miller Wealth Management, LLC Industrial Sector Spdr Transaction History

Brown Miller Wealth Management, LLC

  • $227 Million
  • Q1 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 4,443 shares of XLI stock, worth $536,892. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,443
Previous 8,913 50.15%
Holding current value
$536,892
Previous $1.02 Million 44.98%
% of portfolio
0.25%
Previous 0.51%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-5,601 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
N/A
5,601 New
5,601 $573,000

Others Institutions Holding XLI

# of Institutions
1,360
Shares Held
134M
Call Options Held
19.5M
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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