Shepherd Wealth Management LTD Liability CO Industrial Sector Spdr Transaction History
Shepherd Wealth Management LTD Liability CO
- $102 Billion
- Q4 2024
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Industrial Sector Spdr stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 26,942 shares of XLI stock, worth $3.7 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
26,942Holding current value
$3.7 Million% of portfolio
3.49%Shares
1 transactions
Others Institutions Holding XLI
# of Institutions
1,492Shares Held
136MCall Options Held
23MPut Options Held
33.6M-
Bank Of America Corp Charlotte, NC17.6MShares$2.42 Billion0.2% of portfolio
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Morgan Stanley New York, NY8.62MShares$1.18 Billion0.09% of portfolio
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Jpmorgan Chase & CO New York, NY7.09MShares$973 Million0.08% of portfolio
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Goldman Sachs Group Inc New York, NY6.43MShares$884 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA5.73MShares$787 Million0.18% of portfolio