Shira Ridge Wealth Management Industrial Sector Spdr Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 2024
A detailed history of Shira Ridge Wealth Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 39,555 shares of XLI stock, worth $5.35 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
39,555
Previous 35,982
9.93%
Holding current value
$5.35 Million
Previous $4.53 Billion
6.36%
% of portfolio
2.69%
Previous 2.59%
Shares
7 transactions
Others Institutions Holding XLI
# of Institutions
1,397Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.44 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.57MShares$1.16 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY7.93MShares$1.07 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.68MShares$1.04 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA5.85MShares$792 Million0.18% of portfolio