Collaborative Wealth Managment Inc. Industrial Sector Spdr Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 5,694 shares of XLI stock, worth $741,074. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,694
Previous 5,940
4.14%
Holding current value
$741,074
Previous $804,000
6.72%
% of portfolio
0.35%
Previous 0.37%
Shares
13 transactions
Others Institutions Holding XLI
# of Institutions
1,548Shares Held
141MCall Options Held
23.1MPut Options Held
38.6M-
Bank Of America Corp Charlotte, NC15.2MShares$1.98 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.92MShares$1.16 Billion0.1% of portfolio
-
Morgan Stanley New York, NY8.75MShares$1.14 Billion0.08% of portfolio
-
Ubs Group Ag6.86MShares$893 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.08MShares$791 Million0.19% of portfolio