Icon Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,588 shares of XLP stock, worth $196,791. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,588
Previous 3,479 25.61%
Holding current value
$196,791
Previous $250,000 21.2%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 15, 2024
SELL
$71.59 - $76.36 $63,786 - $68,036
-891 Reduced 25.61%
2,588 $197,000
Q4 2023

Feb 14, 2024
BUY
$66.22 - $72.3 $38,804 - $42,367
586 Added 20.26%
3,479 $250,000
Q4 2022

Feb 14, 2023
BUY
$71.53 - $77.19 $18,812 - $20,300
263 Added 10.0%
2,893 $215,000
Q3 2022

Jan 25, 2023
BUY
N/A
2,630 New
2,630 $176,000

Others Institutions Holding XLP

# of Institutions
1,216
Shares Held
173M
Call Options Held
9.07M
Put Options Held
9.49M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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