Evernest Financial Advisors, LLC Industrial Sector Spdr Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,764 shares of XLI stock, worth $484,727. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,764
Previous 4,679
19.56%
Holding current value
$484,727
Previous $633,000
21.8%
% of portfolio
0.14%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding XLI
# of Institutions
1,546Shares Held
141MCall Options Held
23.1MPut Options Held
38.6M-
Bank Of America Corp Charlotte, NC15.2MShares$1.96 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.92MShares$1.15 Billion0.1% of portfolio
-
Morgan Stanley New York, NY8.75MShares$1.13 Billion0.08% of portfolio
-
Ubs Group Ag6.86MShares$884 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.08MShares$783 Million0.19% of portfolio