Sterling Group Wealth Management, LLC Technology Sector Spdr Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 1,128 shares of XLK stock, worth $260,714. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,128
Previous 1,128
-0.0%
Holding current value
$260,714
Previous $255,000
0.39%
% of portfolio
0.14%
Previous 0.15%
Shares
2 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$2.92 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.48 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.23 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.62 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.27 Billion0.33% of portfolio