Circle Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 14, 2020
SELL
$42.61 - $59.91 $506,803 - $712,569
-11,894 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$38.35 - $61.14 $456,134 - $727,199
11,894 New
11,894 $536,000

Others Institutions Holding XLB

# of Institutions
925
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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

Track Circle Wealth Management, LLC Portfolio

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

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email