Dynamic Wealth Strategies, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

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 1,902 shares of XBI stock, worth $173,538. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,902
Previous 1,752 8.56%
Holding current value
$173,538
Previous $162,000 16.05%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$90.87 - $102.43 $13,630 - $15,364
150 Added 8.56%
1,902 $188,000
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

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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