Iams Wealth Management, LLC Industrial Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 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 3,013 shares of XLI stock, worth $398,469. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,013
Previous 2,742 9.88%
Holding current value
$398,469
Previous $371 Million 6.91%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 23, 2025
BUY
$131.76 - $143.99 $35,706 - $39,021
271 Added 9.88%
3,013 $397 Million
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
1,547
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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