A detailed history of Heritage Wealth Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,967 shares of XLI stock, worth $673,078. This represents 0.88% of its overall portfolio holdings.

Number of Shares
4,967
Holding current value
$673,078
% of portfolio
0.88%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$120.47 - $125.94 $598,374 - $625,543
4,967 New
4,967 $605 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Heritage Wealth Partners, LLC Portfolio

Follow Heritage Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.