One Ascent Wealth Management LLC Industrial Sector Spdr Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,937 shares of XLI stock, worth $269,146. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,937
Previous 2,284
15.19%
Holding current value
$269,146
Previous $278,000
5.76%
% of portfolio
0.1%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding XLI
# of Institutions
1,434Shares Held
131MCall Options Held
22.5MPut Options Held
32.6M-
Bank Of America Corp Charlotte, NC17.6MShares$2.44 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.62MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY7.09MShares$985 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY6.43MShares$894 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.73MShares$796 Million0.18% of portfolio