Worth Financial Advisory Group, LLC Industrial Sector Spdr Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,410 shares of XLI stock, worth $706,275. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,410
Previous 5,450
0.73%
Holding current value
$706,275
Previous $686 Million
3.96%
% of portfolio
0.43%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding XLI
# of Institutions
1,396Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.35 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.57MShares$1.12 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY7.93MShares$1.04 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.68MShares$1 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA5.85MShares$764 Million0.18% of portfolio