Fiduciary Planning LLC Technology Sector Spdr Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
A detailed history of Fiduciary Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Fiduciary Planning LLC holds 52,754 shares of XLK stock, worth $12.3 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
52,754
Previous 49,784
5.97%
Holding current value
$12.3 Million
Previous $11.3 Million
5.74%
% of portfolio
5.41%
Previous 5.49%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,240Shares Held
168MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.95 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.25 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.63 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.28 Billion0.33% of portfolio