New Wave Wealth Advisors LLC Industrial Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $223 Billion
- Q1 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 28,541 shares of XLI stock, worth $4.08 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
28,541
Previous 25,667
11.2%
Holding current value
$4.08 Million
Previous $3.38 Billion
10.61%
% of portfolio
1.68%
Previous 1.39%
Shares
4 transactions
Others Institutions Holding XLI
# of Institutions
1,563Shares Held
137MCall Options Held
20.2MPut Options Held
54.2M-
Bank Of America Corp Charlotte, NC15.6MShares$2.23 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY9.48MShares$1.35 Billion0.1% of portfolio
-
Morgan Stanley New York, NY9.01MShares$1.29 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.87MShares$1.12 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.13MShares$875 Million0.19% of portfolio