Horizon Wealth Management, LLC Industrial Sector Spdr Transaction History

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024

A detailed history of Horizon Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 3,412 shares of XLI stock, worth $465,157. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,412
Previous 1,986 71.8%
Holding current value
$465,157
Previous $268,000 67.54%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Jan 13, 2025
BUY
$131.76 - $143.99 $187,889 - $205,329
1,426 Added 71.8%
3,412 $449,000
Q2 2024

Jul 19, 2024
BUY
$120.47 - $125.94 $13,010 - $13,601
108 Added 5.75%
1,986 $242,000
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $5,842 - $6,675
53 Added 2.9%
1,878 $236,000
Q4 2023

Jan 22, 2024
BUY
$96.44 - $114.13 $176,003 - $208,287
1,825 New
1,825 $208,000
Q2 2022

Aug 02, 2022
SELL
$85.56 - $102.18 $374,581 - $447,344
-4,378 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$98.64 - $107.12 $431,845 - $468,971
4,378 New
4,378 $463,000

Others Institutions Holding XLI

# of Institutions
1,540
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
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