Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 118,563 shares of XBI stock, worth $10.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
118,563
Previous 113,938 4.06%
Holding current value
$10.7 Million
Previous $10.6 Million 10.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024
BUY
$90.87 - $102.43 $420,273 - $473,738
4,625 Added 4.06%
118,563 $11.7 Million
Q2 2024

Jul 16, 2024
SELL
$82.22 - $94.12 $57,142 - $65,413
-695 Reduced 0.61%
113,938 $10.6 Million
Q1 2024

Apr 15, 2024
BUY
$87.05 - $102.89 $816,790 - $965,416
9,383 Added 8.91%
114,633 $10.9 Million
Q4 2023

Jan 30, 2024
SELL
$64.12 - $90.86 $194,027 - $274,942
-3,026 Reduced 2.79%
105,250 $9.4 Million
Q3 2023

Nov 13, 2023
BUY
$71.88 - $85.76 $7.78 Million - $9.29 Million
108,276 New
108,276 $7.91 Million

Others Institutions Holding XBI

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email