Dougherty Wealth Advisers LLC Industrial Sector Spdr Transaction History
Dougherty Wealth Advisers LLC
- $113 Million
- Q1 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 3,229 shares of XLI stock, worth $392,840. This represents 0.36% of its overall portfolio holdings.
Number of Shares
3,229
Previous 3,229
-0.0%
Holding current value
$392,840
Previous $368,000
10.33%
% of portfolio
0.36%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding XLI
# of Institutions
1,355Shares Held
134MCall Options Held
19.5MPut Options Held
23.3M-
Bank Of America Corp Charlotte, NC18.1MShares$2.21 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY9.21MShares$1.12 Billion0.11% of portfolio
-
Morgan Stanley New York, NY7.97MShares$970 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY7.57MShares$921 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA5.46MShares$665 Million0.17% of portfolio