Talisman Wealth Advisors LLC Industrial Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,152 shares of XLI stock, worth $270,915. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,152
Previous 2,209
2.58%
Holding current value
$270,915
Previous $278,000
5.76%
% of portfolio
0.3%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding XLI
# of Institutions
1,396Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.27 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.57MShares$1.08 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY7.93MShares$998 Million0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.68MShares$967 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA5.85MShares$737 Million0.18% of portfolio