New Wave Wealth Advisors LLC Industrial Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 27,375 shares of XLI stock, worth $3.67 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
27,375
Previous 27,049
1.21%
Holding current value
$3.67 Million
Previous $3.3 Billion
12.47%
% of portfolio
1.71%
Previous 1.77%
Shares
2 transactions
Others Institutions Holding XLI
# of Institutions
1,438Shares Held
131MCall Options Held
22.5MPut Options Held
32.6M-
Bank Of America Corp Charlotte, NC17.6MShares$2.36 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.62MShares$1.16 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY7.09MShares$951 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY6.43MShares$863 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.73MShares$769 Million0.18% of portfolio