A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,752 shares of XBI stock, worth $173,377. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,752
Previous 1,389 26.13%
Holding current value
$173,377
Previous $132,000 22.73%
% of portfolio
0.14%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$82.22 - $94.12 $29,845 - $34,165
363 Added 26.13%
1,752 $162,000
Q1 2024

May 15, 2024

BUY
$87.05 - $102.89 $18,367 - $21,709
211 Added 17.91%
1,389 $132,000
Q4 2023

Feb 13, 2024

BUY
$64.12 - $90.86 $75,533 - $107,033
1,178 New
1,178 $105 Million

Others Institutions Holding XBI

About SPDR SER TR SPDR S&P BIOTECH E


  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.