Icon Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 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 6,533 shares of XLI stock, worth $791,930. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,533
Previous 6,522 0.17%
Holding current value
$791,930
Previous $743,000 10.63%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$93.83 - $102.33 $9,289 - $10,130
99 Added 1.55%
6,500 $638,000
Q3 2022

Jan 25, 2023
BUY
N/A
6,401 New
6,401 $530,000

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
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