Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 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 26,290 shares of XLI stock, worth $3.75 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
26,290
Previous 24,180
8.73%
Holding current value
$3.75 Million
Previous $2.95 Million
20.84%
% of portfolio
1.0%
Previous 0.92%
Shares
13 transactions
Others Institutions Holding XLI
# of Institutions
1,434Shares Held
131MCall Options Held
22.5MPut Options Held
32.6M-
Bank Of America Corp Charlotte, NC17.6MShares$2.51 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.62MShares$1.23 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY7.09MShares$1.01 Billion0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY6.43MShares$918 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.73MShares$817 Million0.18% of portfolio