Forum Financial Management, LP Industrial Sector Spdr Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Industrial Sector Spdr stock. As of the latest transaction made, Forum Financial Management, LP holds 1,796 shares of XLI stock, worth $238,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,796
Previous 1,788 0.45%
Holding current value
$238,544
Previous $217,000 11.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024
BUY
$120.56 - $135.44 $964 - $1,083
8 Added 0.45%
1,796 $243,000
Q2 2024

Jul 30, 2024
BUY
$120.47 - $125.94 $215,400 - $225,180
1,788 New
1,788 $217,000

Others Institutions Holding XLI

# of Institutions
1,441
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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