Lji Wealth Management, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Lji Wealth Management, LLC holds 19,855 shares of XBI stock, worth $1.81 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

19,855

Previous 20,385 2.6%

Holding current value

$1.81 Million

Previous $1.89 Billion 3.8%

% of portfolio

0.4%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$90.87 - $102.43 $48,161 - $54,287	-530 Reduced 2.6%	19,855 $1.96 Billion
Q2 2024 Aug 12, 2024	BUY	$82.22 - $94.12 $1.68 Million - $1.92 Million	20,385 New	20,385 $1.89 Billion
Q4 2023 Feb 13, 2024	BUY	$64.12 - $90.86 $63,158 - $89,497	985 Added 4.98%	20,772 $1.85 Billion
Q3 2023 Feb 02, 2024	BUY	$71.88 - $85.76 $59,085 - $70,494	822 Added 4.33%	19,787 $1.44 Billion
Q2 2023 Feb 02, 2024	SELL	$75.38 - $90.23 $234,431 - $280,615	-3,110 Reduced 14.09%	18,965 $1.58 Billion
Q1 2023 Feb 02, 2024	BUY	$73.13 - $91.97 $185,311 - $233,051	2,534 Added 12.97%	22,075 $1.68 Billion
Q4 2022 Jan 02, 2024	BUY	$76.72 - $85.66 $1.5 Million - $1.67 Million	19,541 New	19,541 $1.62 Billion

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

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About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Lji Wealth Management, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History