Horizon Wealth Management, LLC Industrial Sector Spdr Transaction History

Horizon Wealth Management, LLC

  • $381 Million
  • Q1 2024

A detailed history of Horizon Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 1,878 shares of XLI stock, worth $227,651. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,878
Previous 1,825 2.9%
Holding current value
$227,651
Previous $208,000 13.46%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $5,842 - $6,675
53 Added 2.9%
1,878 $236,000
Q4 2023

Jan 22, 2024
BUY
$96.44 - $114.13 $176,003 - $208,287
1,825 New
1,825 $208,000
Q2 2022

Aug 02, 2022
SELL
N/A
-4,378 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
4,378 New
4,378 $463,000

Others Institutions Holding XLI

# of Institutions
1,354
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth Management, 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 Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email