Fiduciary Planning LLC Technology Sector Spdr Transaction History
Fiduciary Planning LLC
- $205 Million
- Q2 2024
A detailed history of Fiduciary Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fiduciary Planning LLC holds 49,784 shares of XLK stock, worth $11 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
49,784
Previous 44,345
12.27%
Holding current value
$11 Million
Previous $9.24 Million
21.95%
% of portfolio
5.49%
Previous 4.35%
Shares
4 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$2.95 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.36 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.09 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.56 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.2 Billion0.44% of portfolio