New Wave Wealth Advisors LLC Select Sector Spdr Fd Material Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,608 shares of XLB stock, worth $312,885. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,608
Previous 3,183 13.35%
Holding current value
$312,885
Previous $268 Million 15.83%
% of portfolio
0.14%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$83.19 - $90.99 $35,355 - $38,670
425 Added 13.35%
3,608 $310 Million
Q4 2024

Jan 23, 2025
SELL
$83.8 - $97.58 $43,995 - $51,229
-525 Reduced 14.16%
3,183 $268 Million
Q3 2024

Oct 23, 2024
BUY
$86.95 - $97.09 $2,782 - $3,106
32 Added 0.87%
3,708 $357 Million
Q2 2024

Aug 27, 2024
BUY
$88.28 - $93.06 $324,517 - $342,088
3,676 New
3,676 $325 Million

Others Institutions Holding XLB

# of Institutions
932
Shares Held
60.6M
Call Options Held
11M
Put Options Held
14.5M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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