A detailed history of Heritage Oak Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 27,375 shares of XLI stock, worth $3.91 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
27,375
Holding current value
$3.91 Million
% of portfolio
1.71%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$120.56 - $135.44 $3.3 Million - $3.71 Million
27,375 New
27,375 $3.71 Billion

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC 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 Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.