Long Run Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

$420 Million
Q3 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 56,806 shares of XLP stock, worth $4.32 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

56,806

Previous 58,033 2.11%

Holding current value

$4.32 Million

Previous $4.44 Million 2.81%

% of portfolio

1.03%

Previous 1.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$76.04 - $76.04 $93,301 - $93,301	-1,227 Reduced 2.11%	56,806 $4.32 Million
Q2 2024 Jul 19, 2024	BUY	$73.08 - $78.4 $3.11 Million - $3.33 Million	42,525 Added 274.21%	58,033 $4.44 Million
Q1 2024 Apr 24, 2024	BUY	$71.59 - $76.36 $65,003 - $69,334	908 Added 6.22%	15,508 $1.18 Million
Q4 2023 Jan 10, 2024	BUY	$66.22 - $72.3 $84,695 - $92,471	1,279 Added 9.6%	14,600 $1.05 Million
Q3 2023 Oct 10, 2023	BUY	$68.8 - $76.1 $38,734 - $42,844	563 Added 4.41%	13,321 $916,000
Q2 2023 Jul 17, 2023	BUY	$72.59 - $77.5 $30,705 - $32,782	423 Added 3.43%	12,758 $946,000
Q1 2023 Apr 21, 2023	SELL	$71.11 - $75.78 $16,710 - $17,808	-235 Reduced 1.87%	12,335 $921,000
Q4 2022 Jan 26, 2023	BUY	$71.53 - $77.19 $37,839 - $40,833	529 Added 4.39%	12,570 $0
Q3 2022 Nov 09, 2022	BUY	N/A	2,573 Added 27.18%	12,041 $803,000
Q2 2022 Jul 19, 2022	BUY	N/A	204 Added 2.2%	9,468 $683,000
Q1 2022 Apr 27, 2022	SELL	N/A	-671 Reduced 6.75%	9,264 $659,000
Q4 2021 Jan 21, 2022	BUY	N/A	9,935 New	9,935 $710,000

Others Institutions Holding XLP

# of Institutions

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Long Run Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History