Engrave Wealth Partners LLC Select Sector Spdr Consumer Di Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 15, 2021	SELL	$166.65 - $179.87 $6.51 Million - $7.03 Million	-39,068 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$155.83 - $173.21 $2.12 Million - $2.36 Million	13,600 Added 53.4%	39,068 $6.57 Million
Q4 2020 Jan 15, 2021	BUY	$142.97 - $160.78 $190,150 - $213,837	1,330 Added 5.51%	25,468 $4.28 Million
Q3 2020 Oct 08, 2020	BUY	$129.0 - $153.76 $144,738 - $172,518	1,122 Added 4.87%	24,138 $3.56 Million
Q2 2020 Jul 14, 2020	BUY	$92.41 - $133.25 $245,995 - $354,711	2,662 Added 13.08%	23,016 $2.94 Million
Q1 2020 Apr 20, 2020	BUY	$87.45 - $132.32 $7,520 - $11,379	86 Added 0.42%	20,354 $2 Million
Q4 2019 Mar 12, 2020	BUY	$117.45 - $126.06 $2.38 Million - $2.55 Million	20,268 New	20,268 $2.54 Million

Others Institutions Holding XLY

# of Institutions

1,276

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Engrave Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.