Vahanian & Associates Financial Planning Inc. Industrial Sector Spdr Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$85.56 - $102.18 $177,280 - $211,716	-2,072 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$95.6 - $107.05 $334,504 - $374,567	-3,499 Reduced 62.81%	2,072 $213,000
Q4 2021 Jan 28, 2022	BUY	$98.64 - $107.12 $549,523 - $596,765	5,571 New	5,571 $589,000

Others Institutions Holding XLI

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.38 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.13 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.05 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.02 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$774 Million
0.18% of portfolio

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