True Wealth Advisors, LLC Industrial Sector Spdr Transaction History

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,822 shares of XLI stock, worth $342,506. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,822
Previous 2,979 5.27%
Holding current value
$342,506
Previous $339,000 4.72%
% of portfolio
0.15%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$110.23 - $125.96 $17,306 - $19,775
-157 Reduced 5.27%
2,822 $355,000
Q4 2023

Feb 08, 2024
SELL
$96.44 - $114.13 $267,428 - $316,482
-2,773 Reduced 48.21%
2,979 $339,000
Q3 2023

Nov 07, 2023
SELL
$100.74 - $110.75 $95,803 - $105,323
-951 Reduced 14.19%
5,752 $583,000
Q2 2023

Jul 31, 2023
SELL
$96.85 - $107.32 $382,170 - $423,484
-3,946 Reduced 37.06%
6,703 $719,000
Q1 2023

Apr 19, 2023
SELL
$96.51 - $103.67 $1.82 Million - $1.96 Million
-18,865 Reduced 63.92%
10,649 $1.08 Million
Q4 2022

Jan 23, 2023
BUY
$93.83 - $102.33 $57,048 - $62,216
608 Added 2.1%
29,514 $0
Q3 2022

Oct 21, 2022
BUY
N/A
2,111 Added 7.88%
28,906 $2.4 Million
Q2 2022

Jul 27, 2022
BUY
N/A
4,623 Added 20.85%
26,795 $2.34 Million
Q1 2022

May 04, 2022
BUY
N/A
22,172 New
22,172 $2.13 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-2,583 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
N/A
76 Added 3.03%
2,583 $253,000
Q2 2021

Jul 23, 2021
BUY
N/A
2,507 New
2,507 $257,000

Others Institutions Holding XLI

# of Institutions
1,358
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

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