Long Run Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 70,503 shares of XLC stock, worth $7.26 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

70,503

Previous 78,946 10.69%

Holding current value

$7.26 Million

Previous $7.14 Million 4.36%

% of portfolio

1.66%

Previous 1.7%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$89.66 - $102.16 $756,999 - $862,536	-8,443 Reduced 10.69%	70,503 $6.83 Million
Q3 2024 Oct 30, 2024	BUY	$82.16 - $90.4 $38,122 - $41,945	464 Added 0.59%	78,946 $7.14 Million
Q2 2024 Jul 19, 2024	SELL	$77.86 - $86.45 $3.65 Million - $4.05 Million	-46,815 Reduced 37.36%	78,482 $6.72 Million
Q1 2024 Apr 24, 2024	BUY	$71.74 - $81.82 $342,128 - $390,199	4,769 Added 3.96%	125,297 $10.2 Million
Q4 2023 Jan 10, 2024	BUY	$63.09 - $73.1 $340,496 - $394,520	5,397 Added 4.69%	120,528 $8.76 Million
Q3 2023 Oct 10, 2023	BUY	$64.88 - $68.81 $403,294 - $427,722	6,216 Added 5.71%	115,131 $7.55 Million
Q2 2023 Jul 17, 2023	BUY	$56.13 - $65.3 $962,236 - $1.12 Million	17,143 Added 18.68%	108,915 $7.09 Million
Q1 2023 Apr 21, 2023	BUY	$48.61 - $59.39 $839,008 - $1.03 Million	17,260 Added 23.16%	91,772 $5.32 Million
Q4 2022 Jan 26, 2023	BUY	$45.41 - $51.94 $239,356 - $273,775	5,271 Added 7.61%	74,512 $0
Q3 2022 Nov 09, 2022	SELL	$47.89 - $59.89 $1.69 Million - $2.11 Million	-35,313 Reduced 33.77%	69,241 $3.32 Million
Q2 2022 Jul 19, 2022	BUY	$53.08 - $71.2 $278,988 - $374,227	5,256 Added 5.29%	104,554 $5.67 Million
Q1 2022 Apr 27, 2022	BUY	$63.62 - $78.22 $294,051 - $361,532	4,622 Added 4.88%	99,298 $6.83 Million
Q4 2021 Jan 21, 2022	BUY	$73.63 - $82.12 $6.97 Million - $7.77 Million	94,676 New	94,676 $7.35 Million

Others Institutions Holding XLC

# of Institutions

1,158

Shares Held

184M

Call Options Held

3.62M

Put Options Held

4.64M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.

Account

Long Run Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History