Kingswood Wealth Advisors, LLC Industrial Sector Spdr Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,335 shares of XLI stock, worth $722,945. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,335
Previous 4,787
11.45%
Holding current value
$722,945
Previous $603 Million
7.82%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding XLI
# of Institutions
1,399Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.44 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.57MShares$1.16 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY7.93MShares$1.07 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.68MShares$1.04 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA5.85MShares$793 Million0.18% of portfolio