Iams Wealth Management, LLC Industrial Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,742 shares of XLI stock, worth $365,398. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,742
Previous 2,191 25.15%
Holding current value
$365,398
Previous $267 Million 39.08%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Oct 11, 2024
BUY
$120.56 - $135.44 $66,428 - $74,627
551 Added 25.15%
2,742 $371 Million
Q2 2024

Aug 05, 2024
BUY
$120.47 - $125.94 $14,938 - $15,616
124 Added 6.0%
2,191 $267 Million
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $227,845 - $260,359
2,067 New
2,067 $249 Million

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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