Prevail Innovative Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Prevail Innovative Wealth Advisors, LLC

$328 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$44.52 - $53.48 $780,569 - $937,664	17,533 New	17,533 $891 Million

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$137 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$128 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$121 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$114 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$70 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

Ticker XME
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.