A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,870 shares of XLP stock, worth $453,985. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,870
Previous 6,264 6.29%
Holding current value
$453,985
Previous $451 Million 0.66%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Apr 23, 2024

SELL
$71.59 - $76.36 $28,206 - $30,085
-394 Reduced 6.29%
5,870 $448 Million
Q4 2023

Jan 17, 2024

BUY
$66.22 - $72.3 $414,802 - $452,887
6,264 New
6,264 $451 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

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

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.