Forvis Wealth Advisors, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,040 shares of XSD stock, worth $237,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,040
Previous 1,040 -0.0%
Holding current value
$237,588
Previous $241,000 6.64%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
BUY
$174.52 - $221.45 $8,726 - $11,072
50 Added 5.05%
1,040 $230,000
Q1 2023

Apr 26, 2023
BUY
$164.86 - $210.4 $163,211 - $208,296
990 New
990 $206,000

Others Institutions Holding XSD

# of Institutions
232
Shares Held
2.51M
Call Options Held
21.7K
Put Options Held
15.3K
View Full List

About SPDR TR SER SPDR S&P SEMICONDU

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

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email