Valley Financial Management, Inc. Technology Sector Spdr Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Valley Financial Management, Inc. holds 19,464 shares of XLK stock, worth $4.59 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
19,464
Previous 19,009
2.39%
Holding current value
$4.59 Million
Previous $2.87 Billion
17.89%
% of portfolio
1.75%
Previous 1.77%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,241Shares Held
169MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.98 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.54 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.27 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.65 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.3 Billion0.33% of portfolio