Big Sur Wealth Management LLC Industrial Sector Spdr Transaction History
Big Sur Wealth Management LLC
- $341 Million
- Q4 2024
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 25,385 shares of XLI stock, worth $3.3 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
25,385
Previous 26,290
3.44%
Holding current value
$3.3 Million
Previous $3.56 Million
6.07%
% of portfolio
0.98%
Previous 1.0%
Shares
14 transactions
Others Institutions Holding XLI
# of Institutions
1,548Shares Held
141MCall 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