Wcg Wealth Advisors LLC Spdr S&P Aerospace & Defense E Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,086 shares of XAR stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,086

Previous 11,523 3.79%

Holding current value

$1.56 Million

Previous $1.56 Million 0.19%

% of portfolio

0.13%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$127.46 - $141.87 $55,700 - $61,997	-437 Reduced 3.79%	11,086 $1.56 Million
Q4 2023 Feb 08, 2024	SELL	$109.6 - $136.33 $254,381 - $316,421	-2,321 Reduced 16.77%	11,523 $1.56 Million
Q3 2023 Nov 09, 2023	BUY	$110.08 - $125.09 $361,722 - $411,045	3,286 Added 31.12%	13,844 $1.55 Million
Q2 2023 Aug 14, 2023	SELL	$110.78 - $122.64 $13,293 - $14,716	-120 Reduced 1.12%	10,558 $1.28 Million
Q1 2023 May 15, 2023	BUY	$109.92 - $121.62 $1.17 Million - $1.3 Million	10,678 New	10,678 $1.25 Million

Others Institutions Holding XAR

# of Institutions

352

Shares Held

6.96M

Call Options Held

19.7K

Put Options Held

900

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Spdr S&P Aerospace & Defense E Transaction History