Icon Wealth Partners, LLC Consumer Staples Sector Spdr Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,323 shares of XLP stock, worth $252,680. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,323
Previous 3,043 9.2%
Holding current value
$252,680
Previous $225,000 1.33%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$68.8 - $76.1 $19,264 - $21,308
280 Added 9.2%
3,323 $228,000
Q1 2023

May 11, 2023
BUY
$71.11 - $75.78 $216,387 - $230,598
3,043 New
3,043 $227,000
Q1 2022

Apr 19, 2022
SELL
N/A
-2,618 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
N/A
2,618 New
2,618 $202,000
Q2 2019

Aug 13, 2019
SELL
N/A
-110 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
110 New
110 $6,000
Q4 2018

Feb 14, 2019
SELL
N/A
-7,599 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
7,489 Added 6808.18%
7,599 $410,000
Q2 2018

Aug 13, 2018
BUY
N/A
110 New
110 $6,000
Q1 2018

May 15, 2018
SELL
N/A
-110 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
110
110 $6,000

Others Institutions Holding XLP

# of Institutions
1,385
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
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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