One Charles Private Wealth Services, LLC Industrial Sector Spdr Transaction History
One Charles Private Wealth Services, LLC
- $226 Million
- Q1 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 4,730 shares of XLI stock, worth $573,370. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,730
Previous 4,613
2.54%
Holding current value
$573,370
Previous $525,000
13.33%
% of portfolio
0.26%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding XLI
# of Institutions
1,354Shares Held
134MCall Options Held
19.5MPut Options Held
23.3M-
Bank Of America Corp Charlotte, NC18.1MShares$2.2 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY9.21MShares$1.12 Billion0.11% of portfolio
-
Morgan Stanley New York, NY7.97MShares$967 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY7.57MShares$918 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA5.46MShares$662 Million0.17% of portfolio