Icon Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,131 shares of XLI stock, worth $161,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,131
Previous 4,670 75.78%
Holding current value
$161,337
Previous $569,000 73.11%
% of portfolio
0.0%
Previous 0.05%

Shares

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

Nov 14, 2024
BUY
$120.56 - $135.44 $639,329 - $718,238
5,303 Added 468.88%
6,434 $871,000
Q3 2024

Nov 12, 2024
SELL
$120.56 - $135.44 $426,661 - $479,322
-3,539 Reduced 75.78%
1,131 $153,000
Q2 2024

Aug 14, 2024
SELL
$120.47 - $125.94 $224,435 - $234,626
-1,863 Reduced 28.52%
4,670 $569,000
Q1 2024

May 15, 2024
BUY
$110.23 - $125.96 $1,212 - $1,385
11 Added 0.17%
6,533 $822,000
Q4 2023

Feb 14, 2024
BUY
$96.44 - $114.13 $2,121 - $2,510
22 Added 0.34%
6,522 $743,000
Q4 2022

Feb 14, 2023
BUY
$84.74 - $102.33 $8,389 - $10,130
99 Added 1.55%
6,500 $638,000
Q3 2022

Jan 25, 2023
BUY
$82.84 - $100.53 $530,258 - $643,492
6,401 New
6,401 $530,000

Others Institutions Holding XLI

# of Institutions
1,434
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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