Talisman Wealth Advisors LLC Industrial Sector Spdr Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,152 shares of XLI stock, worth $304,723. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,152
Previous 2,209 2.58%
Holding current value
$304,723
Previous $278,000 5.76%
% of portfolio
0.3%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$120.47 - $125.94 $6,866 - $7,178
-57 Reduced 2.58%
2,152 $262,000
Q1 2024

May 15, 2024
BUY
$110.23 - $125.96 $220 - $251
2 Added 0.09%
2,209 $278,000
Q4 2023

Feb 13, 2024
SELL
$96.44 - $114.13 $13,212 - $15,635
-137 Reduced 5.84%
2,207 $251,000
Q3 2023

Nov 13, 2023
BUY
$100.74 - $110.75 $302 - $332
3 Added 0.13%
2,344 $237,000
Q2 2023

Aug 10, 2023
SELL
$96.85 - $107.32 $20,435 - $22,644
-211 Reduced 8.27%
2,341 $251,000
Q1 2023

May 11, 2023
BUY
$96.51 - $103.67 $289 - $311
3 Added 0.12%
2,552 $258,000
Q4 2022

Feb 15, 2023
BUY
$84.74 - $102.33 $216,002 - $260,839
2,549 New
2,549 $250,000

Others Institutions Holding XLI

# of Institutions
1,424
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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