Icon Wealth Partners, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,944 shares of XBI stock, worth $563,665. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,944
Previous 4,944 -0.0%
Holding current value
$563,665
Previous $411,000 12.17%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023
SELL
$75.38 - $90.23 $113,070 - $135,345
-1,500 Reduced 23.28%
4,944 $411,000
Q1 2023

May 11, 2023
SELL
$73.13 - $91.97 $274,237 - $344,887
-3,750 Reduced 36.79%
6,444 $491,000
Q2 2022

Jul 19, 2022
BUY
$62.81 - $96.09 $87,934 - $134,526
1,400 Added 15.92%
10,194 $757,000
Q1 2022

Apr 19, 2022
BUY
$81.07 - $115.44 $407,295 - $579,970
5,024 Added 133.26%
8,794 $790,000
Q4 2021

Jan 19, 2022
BUY
$108.77 - $134.15 $410,062 - $505,745
3,770 New
3,770 $422,000

Others Institutions Holding XBI

# of Institutions
840
Shares Held
121M
Call Options Held
28.4M
Put Options Held
34.2M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email