Mission Wealth Management, LP Select Sector Spdr Tr Communic Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,208 shares of XLC stock, worth $452,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,208

Previous 4,270 1.45%

Holding current value

$452,738

Previous $413,000 2.66%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$94.84 - $105.31 $5,880 - $6,529	-62 Reduced 1.45%	4,208 $402,000
Q3 2024 Oct 31, 2024	BUY	$82.16 - $90.4 $131,538 - $144,730	1,601 Added 59.99%	4,270 $386,000
Q2 2024 Aug 02, 2024	SELL	$77.86 - $86.45 $2,335 - $2,593	-30 Reduced 1.11%	2,669 $228,000
Q1 2024 Apr 30, 2024	BUY	$71.74 - $81.82 $193,626 - $220,832	2,699 New	2,699 $220,000

Others Institutions Holding XLC

# of Institutions

1,227

Shares Held

336M

Call Options Held

2.97M

Put Options Held

2.93M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Account

Mission Wealth Management, LP Select Sector Spdr Tr Communic Transaction History