True Wealth Advisors, LLC Industrial Sector Spdr Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 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 2,120 shares of XLI stock, worth $294,574. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,120
Previous 2,247 5.65%
Holding current value
$294,574
Previous $273,000 5.13%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 29, 2024
SELL
$120.56 - $135.44 $15,311 - $17,200
-127 Reduced 5.65%
2,120 $287,000
Q2 2024

Jul 24, 2024
SELL
$120.47 - $125.94 $69,270 - $72,415
-575 Reduced 20.38%
2,247 $273,000
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
$84.74 - $102.33 $51,521 - $62,216
608 Added 2.1%
29,514 $0
Q3 2022

Oct 21, 2022
BUY
$82.84 - $100.53 $174,875 - $212,218
2,111 Added 7.88%
28,906 $2.4 Million
Q2 2022

Jul 27, 2022
BUY
$85.56 - $102.18 $395,543 - $472,378
4,623 Added 20.85%
26,795 $2.34 Million
Q1 2022

May 04, 2022
BUY
$95.6 - $107.05 $2.12 Million - $2.37 Million
22,172 New
22,172 $2.13 Million
Q4 2021

Feb 02, 2022
SELL
$98.64 - $107.12 $254,787 - $276,690
-2,583 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
$97.84 - $105.53 $7,435 - $8,020
76 Added 3.03%
2,583 $253,000
Q2 2021

Jul 23, 2021
BUY
$98.78 - $105.53 $247,641 - $264,563
2,507 New
2,507 $257,000

Others Institutions Holding XLI

# of Institutions
1,434
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email