Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History
Big Sur Wealth Management LLC
- $319 Million
- Q2 2024
A detailed history of Big Sur Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 24,180 shares of XLI stock, worth $3.26 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
24,180
Previous 24,180
-0.0%
Holding current value
$3.26 Million
Previous $3.05 Million
3.25%
% of portfolio
0.92%
Previous 0.98%
Shares
12 transactions
Others Institutions Holding XLI
# of Institutions
1,397Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.43 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$789 Million0.18% of portfolio