Iams Wealth Management, LLC Industrial Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $183 Billion
  • Q2 2024

A detailed history of Iams Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,191 shares of XLI stock, worth $296,902. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,191
Previous 2,067 6.0%
Holding current value
$296,902
Previous $249 Million 7.09%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$120.47 - $125.94 $14,938 - $15,616
124 Added 6.0%
2,191 $267 Million
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $227,845 - $260,359
2,067 New
2,067 $249 Million

Others Institutions Holding XLI

# of Institutions
1,398
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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