One Charles Private Wealth Services, LLC Industrial Sector Spdr Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 4,978 shares of XLI stock, worth $668,296. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,978
Previous 5,240
5.0%
Holding current value
$668,296
Previous $709,000
7.62%
% of portfolio
0.23%
Previous 0.28%
Shares
16 transactions
Others Institutions Holding XLI
# of Institutions
1,544Shares Held
141MCall Options Held
23.1MPut Options Held
38.6M-
Bank Of America Corp Charlotte, NC15.2MShares$2.04 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.92MShares$1.2 Billion0.1% of portfolio
-
Morgan Stanley New York, NY8.75MShares$1.18 Billion0.08% of portfolio
-
Ubs Group Ag6.86MShares$921 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.08MShares$816 Million0.19% of portfolio