Balanced Wealth Group LLC Consumer Staples Sector Spdr Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 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 3,360 shares of XLP stock, worth $255,494. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,360
Previous 3,343 0.51%
Holding current value
$255,494
Previous $254 Million 9.73%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,254
Shares Held
175M
Call Options Held
8.17M
Put Options Held
12.4M
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