Life Plan Financial, LLC Select Sector Spdr Fd Material Transaction History

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

A detailed history of Life Plan Financial, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Life Plan Financial, LLC holds 54,294 shares of XLB stock, worth $5.02 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
54,294
Previous 52,422 3.57%
Holding current value
$5.02 Million
Previous $4.63 Billion 13.04%
% of portfolio
4.49%
Previous 4.26%

Shares

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

Oct 03, 2024
BUY
$86.95 - $97.09 $162,770 - $181,752
1,872 Added 3.57%
54,294 $5.23 Billion
Q2 2024

Jul 30, 2024
SELL
$88.28 - $93.06 $8,828 - $9,306
-100 Reduced 0.19%
52,422 $4.63 Billion
Q1 2024

Apr 30, 2024
BUY
$80.98 - $92.89 $211,357 - $242,442
2,610 Added 5.23%
52,522 $4.88 Billion
Q4 2023

Jan 30, 2024
BUY
$74.46 - $86.21 $3.72 Million - $4.3 Million
49,912 New
49,912 $4.27 Billion

Others Institutions Holding XLB

# of Institutions
921
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email