Phillips Wealth Planners LLC Select Sector Spdr Tr Communic Transaction History

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 7,245 shares of XLC stock, worth $694,867. This represents 0.69% of its overall portfolio holdings.

Number of Shares
7,245
Previous 6,954 4.18%
Holding current value
$694,867
Previous $633 Million 9.7%
% of portfolio
0.69%
Previous 0.61%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$89.66 - $102.16 $26,091 - $29,728
291 Added 4.18%
7,245 $694 Million
Q3 2024

Oct 28, 2024
SELL
$82.16 - $90.4 $306,949 - $337,734
-3,736 Reduced 34.95%
6,954 $633 Million
Q2 2024

Aug 02, 2024
BUY
$77.86 - $86.45 $1,712 - $1,901
22 Added 0.21%
10,690 $938 Million
Q1 2024

Apr 29, 2024
SELL
$71.74 - $81.82 $42,757 - $48,764
-596 Reduced 5.29%
10,668 $854 Million
Q4 2023

Feb 12, 2024
BUY
$63.09 - $73.1 $1,451 - $1,681
23 Added 0.2%
11,264 $832 Million
Q3 2023

Oct 30, 2023
BUY
$64.88 - $68.81 $57,937 - $61,447
893 Added 8.63%
11,241 $755 Million
Q2 2023

Jul 26, 2023
SELL
$56.13 - $65.3 $65,110 - $75,748
-1,160 Reduced 10.08%
10,348 $673 Million
Q1 2023

May 15, 2023
BUY
$48.61 - $59.39 $3,062 - $3,741
63 Added 0.55%
11,508 $689 Million
Q4 2022

Feb 14, 2023
BUY
$45.41 - $51.94 $519,717 - $594,453
11,445 New
11,445 $638 Million

Others Institutions Holding XLC

# of Institutions
1,165
Shares Held
184M
Call Options Held
3.62M
Put Options Held
4.64M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

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