A detailed history of Zrc Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 100 shares of XLI stock, worth $13,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$13,526
Previous $12.6 Million 3.25%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$110.23 - $125.96 $66,138 - $75,576
-600 Reduced 85.71%
100 $12.6 Million
Q4 2023

Jan 16, 2024

BUY
$96.44 - $114.13 $57,864 - $68,478
600 Added 600.0%
700 $71 Million
Q1 2023

May 04, 2023

BUY
$96.51 - $103.67 $9,651 - $10,367
100 New
100 $10.1 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Zrc Wealth Management, LLC Portfolio

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

News

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