Monograph Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Monograph Wealth Advisors, LLC

  • $656 Million
  • Q2 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 2,887 shares of XLI stock, worth $408,799. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,887
Previous 2,887 -0.0%
Holding current value
$408,799
Previous $363,000 3.31%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
SELL
$96.85 - $107.32 $3,486 - $3,863
-36 Reduced 1.23%
2,887 $309,000
Q1 2023

May 09, 2023
SELL
$96.51 - $103.67 $5,887 - $6,323
-61 Reduced 2.04%
2,923 $295,000
Q4 2022

Feb 14, 2023
BUY
$84.74 - $102.33 $8,219 - $9,926
97 Added 3.36%
2,984 $293,000
Q4 2021

Feb 10, 2022
BUY
$98.64 - $107.12 $284,773 - $309,255
2,887 New
2,887 $305,000

Others Institutions Holding XLI

# of Institutions
1,424
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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