Carolinas Wealth Consulting LLC Spdr S&P Software & Services E Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 780 shares of XSW stock, worth $139,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares
780
Previous 755 3.31%
Holding current value
$139,698
Previous $121,000 21.49%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$156.76 - $204.72 $3,919 - $5,118
25 Added 3.31%
780 $147,000
Q3 2024

Nov 12, 2024
BUY
$142.84 - $160.77 $17,712 - $19,935
124 Added 19.65%
755 $121,000
Q2 2024

Aug 12, 2024
BUY
$141.27 - $154.95 $14,268 - $15,649
101 Added 19.06%
631 $95,000
Q1 2024

May 14, 2024
BUY
$141.74 - $157.2 $75,122 - $83,316
530 New
530 $82,000

Others Institutions Holding XSW

# of Institutions
121
Shares Held
1.51M
Call Options Held
2.1K
Put Options Held
1.3K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

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