Dougherty Wealth Advisers LLC Industrial Sector Spdr Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 3,229 shares of XLI stock, worth $432,233. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,229
Previous 3,229 -0.0%
Holding current value
$432,233
Previous $393,000 11.2%
% of portfolio
0.35%
Previous 0.34%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 11, 2019
BUY
N/A
3,229 New
3,229 $236,000

Others Institutions Holding XLI

# of Institutions
1,438
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
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