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

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.44 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$983 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$892 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$795 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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