A detailed history of Journey Strategic Wealth LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,545 shares of XLP stock, worth $345,601. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,545
Previous 3,127 45.35%
Holding current value
$345,601
Previous $239,000 44.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$76.04 - $76.04 $107,824 - $107,824
1,418 Added 45.35%
4,545 $345,000
Q2 2024

Aug 14, 2024

BUY
$73.08 - $78.4 $228,521 - $245,156
3,127 New
3,127 $239,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.