Modern Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,801 shares of XLP stock, worth $212,988. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,801
Previous 2,799 0.07%
Holding current value
$212,988
Previous $232 Million 3.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
N/A
2 Added 0.07%
2,801 $224 Million
Q3 2024

Nov 05, 2024
BUY
$76.04 - $76.04 $152 - $152
2 Added 0.07%
2,799 $232 Million
Q2 2024

Aug 07, 2024
BUY
$73.08 - $78.4 $204,404 - $219,284
2,797 New
2,797 $214 Million

Others Institutions Holding XLP

# of Institutions
1,360
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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