Heartwood Wealth Advisors LLC Industrial Sector Spdr Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	BUY	$96.85 - $107.32 $496,356 - $550,015	5,125 New	5,125 $550,000

Others Institutions Holding XLI

# of Institutions

1,425

Shares Held

142M

Call Options Held

20.8M

Put Options Held

27.3M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.22 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.09 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$1.01 Billion
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$832 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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