Ever Source Wealth Advisors, LLC Industrial Sector Spdr Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 65 shares of XLI stock, worth $7,907. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 50
30.0%
Holding current value
$7,907
Previous $6,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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