Kingswood Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,787 shares of XLI stock, worth $580,280. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,787
Previous 3,764 27.18%
Holding current value
$580,280
Previous $429 Million 40.54%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Apr 15, 2024
BUY
$110.23 - $125.96 $112,765 - $128,857
1,023 Added 27.18%
4,787 $603 Million
Q4 2023

Jan 16, 2024
BUY
$96.44 - $114.13 $54,392 - $64,369
564 Added 17.63%
3,764 $429 Million
Q3 2023

Oct 23, 2023
SELL
$100.74 - $110.75 $21,155 - $23,257
-210 Reduced 6.16%
3,200 $322 Million
Q2 2023

Aug 09, 2023
BUY
$96.85 - $107.32 $330,258 - $365,961
3,410 New
3,410 $366 Million

Others Institutions Holding XLI

# of Institutions
1,357
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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