Wealth Enhancement Advisory Services, LLC Industrial Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 72,070 shares of XLI stock, worth $9.93 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
72,070
Previous 60,178 19.76%
Holding current value
$9.93 Million
Previous $8.15 Million 16.5%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$131.76 - $143.99 $1.57 Million - $1.71 Million
11,892 Added 19.76%
72,070 $9.5 Million
Q3 2024

Oct 23, 2024
BUY
$120.56 - $135.44 $472,233 - $530,518
3,917 Added 6.96%
60,178 $8.15 Million
Q2 2024

Jul 16, 2024
BUY
$120.47 - $125.94 $912,560 - $953,995
7,575 Added 15.56%
56,261 $6.86 Million
Q1 2024

Apr 15, 2024
BUY
$110.23 - $125.96 $429,125 - $490,362
3,893 Added 8.69%
48,686 $6.13 Million
Q4 2023

Jan 30, 2024
SELL
$96.44 - $114.13 $3.78 Million - $4.48 Million
-39,237 Reduced 46.69%
44,793 $5.11 Million
Q3 2023

Nov 13, 2023
BUY
$100.74 - $110.75 $8.15 Million - $8.96 Million
80,866 Added 2555.82%
84,030 $8.52 Million
Q2 2023

Jul 21, 2023
SELL
$96.85 - $107.32 $304,205 - $337,092
-3,141 Reduced 49.82%
3,164 $339,000
Q1 2023

Apr 25, 2023
SELL
$96.51 - $103.67 $36,384 - $39,083
-377 Reduced 5.64%
6,305 $637,000
Q4 2022

Feb 01, 2023
SELL
$84.74 - $102.33 $3,474 - $4,195
-41 Reduced 0.61%
6,682 $656,000
Q3 2022

Oct 17, 2022
BUY
$82.84 - $100.53 $56,331 - $68,360
680 Added 11.25%
6,723 $573,000
Q2 2022

Jul 18, 2022
BUY
$85.56 - $102.18 $80,426 - $96,049
940 Added 18.42%
6,043 $531,000
Q1 2022

Apr 18, 2022
SELL
$95.6 - $107.05 $2,294 - $2,569
-24 Reduced 0.47%
5,103 $521,000
Q4 2021

Feb 08, 2022
SELL
$98.64 - $107.12 $33,340 - $36,206
-338 Reduced 6.18%
5,127 $517,000
Q3 2021

Nov 03, 2021
BUY
$97.84 - $105.53 $159,577 - $172,119
1,631 Added 42.54%
5,465 $570,000
Q2 2021

Aug 10, 2021
BUY
$98.78 - $105.53 $45,932 - $49,071
465 Added 13.8%
3,834 $394,000
Q1 2021

May 12, 2021
BUY
$84.77 - $98.77 $285,590 - $332,756
3,369 New
3,369 $336,000

Others Institutions Holding XLI

# of Institutions
1,459
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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