Angeles Wealth Management, LLC Industrial Sector Spdr Transaction History

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 204 shares of XLI stock, worth $26,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares
204
Previous 1,204 83.06%
Holding current value
$26,550
Previous $163,000 84.05%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 28, 2025
SELL
$131.76 - $143.99 $131,760 - $143,990
-1,000 Reduced 83.06%
204 $26,000
Q3 2024

Oct 29, 2024
BUY
$120.56 - $135.44 $120,560 - $135,440
1,000 Added 490.2%
1,204 $163,000
Q2 2024

Aug 07, 2024
SELL
$120.47 - $125.94 $23,130 - $24,180
-192 Reduced 48.48%
204 $24,000
Q4 2023

Feb 13, 2024
BUY
$96.44 - $114.13 $18,516 - $21,912
192 Added 94.12%
396 $45,000
Q1 2022

May 16, 2022
BUY
$95.6 - $107.05 $19,502 - $21,838
204 New
204 $21,000

Others Institutions Holding XLI

# of Institutions
1,548
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track Angeles Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email