Tci Wealth Advisors, Inc. Industrial Sector Spdr Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$82.84 - $100.53 $20,378 - $24,730	246 New	246 $20,000
Q1 2022 Apr 29, 2022	SELL	$95.6 - $107.05 $478 - $535	-5 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$98.64 - $107.12 $98 - $107	-1 Reduced 16.67%	5 $1,000
Q3 2021 Oct 29, 2021	BUY	$97.84 - $105.53 $587 - $633	6 New	6 $1,000
Q1 2020 Apr 14, 2020	SELL	$48.77 - $85.23 $170,695 - $298,305	-3,500 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$74.07 - $82.5 $231,246 - $257,565	3,122 Added 825.93%	3,500 $285,000
Q3 2019 Oct 17, 2019	BUY	$77.22 - $79.35 $540 - $555	7 Added 1.89%	378 $29,000
Q2 2019 Jul 23, 2019	SELL	N/A	-341 Reduced 47.89%	371 $29,000
Q1 2019 Apr 11, 2019	BUY	N/A	399 Added 127.48%	712 $53,000
Q3 2017 Oct 24, 2017	BUY	N/A	313	313 $22,000

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.53 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.24 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$1.02 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$926 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$825 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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