Evoke Wealth, LLC Industrial Sector Spdr Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Evoke Wealth, LLC holds 2,385 shares of XLI stock, worth $313,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,385

Holding current value

$313,222

% of portfolio

0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$120.56 - $135.44 $287,535 - $323,024	2,385 New	2,385 $323 Million
Q2 2021 Aug 05, 2021	SELL	$98.78 - $105.53 $26,670 - $28,493	-270 Reduced 46.31%	313 $32,000
Q1 2021 May 13, 2021	SELL	$84.77 - $98.77 $1.32 Million - $1.54 Million	-15,560 Reduced 96.39%	583 $57,000
Q4 2020 Feb 12, 2021	BUY	$74.87 - $89.65 $1.19 Million - $1.42 Million	15,830 Added 5057.51%	16,143 $1.43 Million
Q3 2020 Nov 13, 2020	SELL	$67.14 - $79.9 $59,083 - $70,312	-880 Reduced 73.76%	313 $24,000
Q2 2020 Aug 10, 2020	BUY	$56.34 - $76.29 $67,213 - $91,013	1,193 New	1,193 $82,000

Others Institutions Holding XLI

# of Institutions

1,442

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.31 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.13 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$931 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$845 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$752 Million
0.18% of portfolio

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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