Legacy Wealth Management, Inc Consumer Staples Sector Spdr Transaction History

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024

A detailed history of Legacy Wealth Management, Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 4,618 shares of XLP stock, worth $351,152. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,618
Previous 4,152 11.22%
Holding current value
$351,152
Previous $315,000 11.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 21, 2025
BUY
N/A
466 Added 11.22%
4,618 $351,000
Q3 2024

Oct 24, 2024
BUY
$76.04 - $76.04 $315,718 - $315,718
4,152 New
4,152 $315,000

Others Institutions Holding XLP

# of Institutions
1,351
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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

Track Legacy Wealth Management, Inc Portfolio

Follow Legacy Wealth Management, Inc 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 Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email