Vertex Planning Partners, LLC Industrial Sector Spdr Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,980 shares of XLI stock, worth $757,009. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,980
Previous 4,585
8.62%
Holding current value
$757,009
Previous $676 Million
13.56%
% of portfolio
0.15%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding XLI
# of Institutions
1,655Shares Held
141MCall Options Held
36.2MPut Options Held
33.3M-
Bank Of America Corp Charlotte, NC11.3MShares$1.72 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$1.59 Billion0.11% of portfolio
-
Goldman Sachs Group Inc New York, NY9.99MShares$1.52 Billion0.2% of portfolio
-
Morgan Stanley New York, NY9.05MShares$1.38 Billion0.09% of portfolio
-
Citigroup Inc6.52MShares$992 Million0.46% of portfolio