Dougherty Wealth Advisers LLC Consumer Staples Sector Spdr Transaction History

Dougherty Wealth Advisers LLC

  • $114 Million
  • Q2 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 5,882 shares of XLP stock, worth $447,267. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,882
Previous 5,882 -0.0%
Holding current value
$447,267
Previous $449,000 0.22%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Feb 11, 2019
BUY
N/A
5,882 New
5,882 $315,000

Others Institutions Holding XLP

# of Institutions
1,224
Shares Held
171M
Call Options Held
8.17M
Put Options Held
12.4M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email