Icon Wealth Advisors, LLC Industrial Sector Spdr Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 6,363 shares of XLI stock, worth $841,506. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,363
Previous 6,434
1.1%
Holding current value
$841,506
Previous $871,000
3.79%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding XLI
# of Institutions
1,547Shares Held
141MCall Options Held
23.1MPut Options Held
38.6M-
Bank Of America Corp Charlotte, NC15.2MShares$2.01 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.92MShares$1.18 Billion0.1% of portfolio
-
Morgan Stanley New York, NY8.75MShares$1.16 Billion0.08% of portfolio
-
Ubs Group Ag6.86MShares$907 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.08MShares$804 Million0.19% of portfolio