Sequoia Financial Advisors, LLC Select Sector Spdr Fd Material Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,476 shares of XLB stock, worth $408,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,476
Previous 3,321 34.78%
Holding current value
$408,569
Previous $293,000 47.1%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$86.95 - $97.09 $100,427 - $112,138
1,155 Added 34.78%
4,476 $431,000
Q2 2024

Jul 15, 2024
SELL
$88.28 - $93.06 $264 - $279
-3 Reduced 0.09%
3,321 $293,000
Q1 2024

Apr 30, 2024
SELL
$80.98 - $92.89 $3,887 - $4,458
-48 Reduced 1.42%
3,324 $308,000
Q4 2023

Jan 25, 2024
BUY
$74.46 - $86.21 $25,093 - $29,052
337 Added 11.1%
3,372 $288,000
Q3 2023

Nov 08, 2023
SELL
$77.84 - $85.72 $15,256 - $16,801
-196 Reduced 6.07%
3,035 $238,000
Q2 2023

Aug 08, 2023
BUY
$75.02 - $82.87 $242,389 - $267,752
3,231 New
3,231 $267,000

Others Institutions Holding XLB

# of Institutions
914
Shares Held
57.2M
Call Options Held
14.8M
Put Options Held
17.6M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email