Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History
Big Sur Wealth Management LLC
- $356 Million
- Q1 2025
A detailed history of Big Sur Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 22,385 shares of XLI stock, worth $2.91 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
22,385
Previous 25,385
11.82%
Holding current value
$2.91 Million
Previous $3.34 Million
12.89%
% of portfolio
0.82%
Previous 0.98%
Shares
15 transactions
Others Institutions Holding XLI
# of Institutions
1,561Shares Held
142MCall Options Held
23.1MPut Options Held
38.6M-
Bank Of America Corp Charlotte, NC15.2MShares$1.98 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.92MShares$1.16 Billion0.1% of portfolio
-
Morgan Stanley New York, NY8.75MShares$1.14 Billion0.08% of portfolio
-
Ubs Group Ag6.86MShares$893 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.08MShares$791 Million0.19% of portfolio