Balanced Wealth Group LLC Consumer Staples Sector Spdr Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

A detailed history of Balanced Wealth Group LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,386 shares of XLP stock, worth $257,471. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,386
Previous 3,360 0.77%
Holding current value
$257,471
Previous $279 Million 4.12%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 10, 2025
BUY
N/A
26 Added 0.77%
3,386 $267 Million
Q3 2024

Oct 28, 2024
BUY
$76.04 - $76.04 $1,292 - $1,292
17 Added 0.51%
3,360 $279 Million
Q2 2024

Aug 13, 2024
BUY
$73.08 - $78.4 $1,827 - $1,960
25 Added 0.75%
3,343 $254 Million
Q1 2024

May 13, 2024
SELL
$71.59 - $76.36 $30,712 - $32,758
-429 Reduced 11.45%
3,318 $256 Million
Q4 2023

Feb 06, 2024
BUY
$66.22 - $72.3 $248,126 - $270,908
3,747 New
3,747 $270 Million

Others Institutions Holding XLP

# of Institutions
1,358
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
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email