Transform Wealth, LLC Industrial Sector Spdr Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 80,236 shares of XLI stock, worth $10.9 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
80,236
Previous 183,339
56.24%
Holding current value
$10.9 Million
Previous $23.1 Million
57.66%
% of portfolio
0.75%
Previous 2.25%
Shares
28 transactions
Others Institutions Holding XLI
# of Institutions
1,398Shares 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$793 Million0.18% of portfolio