A detailed history of Vivid Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 36,767 shares of XLI stock, worth $5.21 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
36,767
Previous 34,944 5.22%
Holding current value
$5.21 Million
Previous $4.26 Billion 16.93%
% of portfolio
2.6%
Previous 2.38%

Shares

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

Oct 24, 2024

BUY
$120.56 - $135.44 $219,780 - $246,907
1,823 Added 5.22%
36,767 $4.98 Billion
Q2 2024

Jul 25, 2024

SELL
$120.47 - $125.94 $12,167 - $12,719
-101 Reduced 0.29%
34,944 $4.26 Billion
Q1 2024

Apr 15, 2024

BUY
$110.23 - $125.96 $9,590 - $10,958
87 Added 0.25%
35,045 $4.41 Billion
Q4 2023

Jan 26, 2024

BUY
$96.44 - $114.13 $3.37 Million - $3.99 Million
34,958 New
34,958 $3.98 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Vivid Wealth Management, LLC Portfolio

Follow Vivid Wealth Management, 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 Vivid Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vivid Wealth Management, LLC with notifications on news.