Icon Wealth Partners, LLC Industrial Sector Spdr Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 6,521 shares of XLI stock, worth $879,226. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,521
Previous 6,611
1.36%
Holding current value
$879,226
Previous $709,000
6.77%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding XLI
# of Institutions
1,397Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.43 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.57MShares$1.16 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY7.93MShares$1.07 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.68MShares$1.04 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA5.85MShares$789 Million0.18% of portfolio