Bogart Wealth, LLC Spdr Ser Tr Spdr S&P Pharmaceu Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$41.55 - $46.61 $3,656 - $4,101	-88 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$46.51 - $53.1 $4,092 - $4,672	88 New	88 $4,000

Others Institutions Holding XPH

# of Institutions

72

Shares Held

2.61M

Call Options Held

21.1K

Put Options Held

37.9K

Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

900K
Shares

$41.8 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

308K
Shares

$14.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

263K
Shares

$12.2 Million
0.11% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

149K
Shares

$6.91 Million
0.15% of portfolio
Morgan Stanley New York, NY

128K
Shares

$5.93 Million
0.0% of portfolio

About SPDR SER TR SPDR S&P PHARMACEU

Ticker XPH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.