Oak Harbor Wealth Partners, LLC Industrial Sector Spdr Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 194 shares of XLI stock, worth $25,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares
194
Previous 194 -0.0%
Holding current value
$25,999
Previous $24,000 4.17%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$96.44 - $114.13 $9,065 - $10,728
94 Added 94.0%
194 $22,000
Q1 2022

May 11, 2022
SELL
$95.6 - $107.05 $10,707 - $11,989
-112 Reduced 52.83%
100 $10,000
Q4 2021

Feb 17, 2022
BUY
$98.64 - $107.12 $20,911 - $22,709
212 New
212 $22,000

Others Institutions Holding XLI

# of Institutions
1,418
Shares Held
144M
Call Options Held
20.8M
Put Options Held
27.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email