Vertex Planning Partners, LLC Industrial Sector Spdr Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,750 shares of XLI stock, worth $576,507. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,750
Previous 4,750 -0.0%
Holding current value
$576,507
Previous $541 Million 10.5%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$96.44 - $114.13 $6,365 - $7,532
-66 Reduced 1.37%
4,750 $541 Million
Q3 2023

Nov 14, 2023
SELL
$100.74 - $110.75 $12,491 - $13,733
-124 Reduced 2.51%
4,816 $488 Million
Q1 2023

May 16, 2023
BUY
$96.51 - $103.67 $29,725 - $31,930
308 Added 6.65%
4,940 $500 Million
Q4 2022

Feb 06, 2023
BUY
$93.83 - $102.33 $434,620 - $473,992
4,632 New
4,632 $455 Million

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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email