True Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,172 shares of XLB stock, worth $366,927. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,172

Previous 3,315 25.85%

Holding current value

$366,927

Previous $292,000 37.67%

% of portfolio

0.15%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$86.95 - $97.09 $74,516 - $83,206	857 Added 25.85%	4,172 $402,000
Q2 2024 Jul 24, 2024	BUY	$88.28 - $93.06 $292,648 - $308,493	3,315 New	3,315 $292,000
Q2 2022 Jul 27, 2022	SELL	$73.54 - $90.55 $11,913 - $14,669	-162 Reduced 4.73%	3,265 $240,000
Q1 2022 May 05, 2022	BUY	$79.77 - $90.53 $28,557 - $32,409	358 Added 11.67%	3,427 $311,000
Q1 2022 May 04, 2022	SELL	$79.77 - $90.53 $28,557 - $32,409	-358 Reduced 10.45%	3,069 $263,000
Q4 2021 Feb 02, 2022	BUY	$80.02 - $90.61 $33,608 - $38,056	420 Added 13.97%	3,427 $311,000
Q3 2021 Oct 25, 2021	BUY	$79.11 - $86.51 $2,452 - $2,681	31 Added 1.04%	3,007 $238,000
Q2 2021 Jul 23, 2021	BUY	$79.26 - $88.68 $235,877 - $263,911	2,976 New	2,976 $245,000

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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True Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History