One Charles Private Wealth Services, LLC Select Sector Spdr Fd Material Transaction History

One Charles Private Wealth Services, LLC

  • $226 Million
  • Q1 2024

A detailed history of One Charles Private Wealth Services, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 2,516 shares of XLB stock, worth $219,168. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,516
Previous 2,421 3.92%
Holding current value
$219,168
Previous $207,000 12.56%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$80.98 - $92.89 $7,693 - $8,824
95 Added 3.92%
2,516 $233,000
Q4 2023

Feb 06, 2024
BUY
$74.46 - $86.21 $180,267 - $208,714
2,421 New
2,421 $207,000

Others Institutions Holding XLB

# of Institutions
887
Shares Held
51.8M
Call Options Held
3.68M
Put Options Held
6.29M
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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