Precedent Wealth Partners, LLC Industrial Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,612 shares of XLI stock, worth $238,479. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,612
Previous 1,612
-0.0%
Holding current value
$238,479
Previous $212 Million
0.52%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLI
# of Institutions
1,563Shares Held
137MCall Options Held
20.2MPut Options Held
54.2M-
Bank Of America Corp Charlotte, NC15.6MShares$2.31 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY9.48MShares$1.4 Billion0.1% of portfolio
-
Morgan Stanley New York, NY9.01MShares$1.33 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.87MShares$1.16 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.13MShares$906 Million0.19% of portfolio