Comprehensive Wealth Management, LLC Technology Sector Spdr Transaction History
Comprehensive Wealth Management, LLC
- $135 Million
- Q2 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 20,345 shares of XLK stock, worth $4.26 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
20,345
Previous 18,653
9.07%
Holding current value
$4.26 Million
Previous $3.88 Million
18.49%
% of portfolio
3.42%
Previous 3.05%
Shares
15 transactions
Others Institutions Holding XLK
# of Institutions
2,197Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$2.8 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.24 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$1.98 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.48 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.14 Billion0.44% of portfolio