A detailed history of Foguth Wealth Management, Llc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 6,712 shares of XLI stock, worth $900,481. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,712
Previous 7,116 5.68%
Holding current value
$900,481
Previous $867 Million 4.86%
% of portfolio
0.33%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$120.56 - $135.44 $48,706 - $54,717
-404 Reduced 5.68%
6,712 $909 Million
Q2 2024

Jul 16, 2024

BUY
$120.47 - $125.94 $284,188 - $297,092
2,359 Added 49.59%
7,116 $867 Million
Q1 2024

Apr 17, 2024

BUY
$110.23 - $125.96 $524,364 - $599,191
4,757 New
4,757 $599 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Foguth Wealth Management, Llc. Portfolio

Follow Foguth 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 Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.