Cyndeo Wealth Partners, LLC Technology Sector Spdr Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,865 shares of XLK stock, worth $1.02 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,865
Previous 4,887
0.45%
Holding current value
$1.02 Million
Previous $1.02 Million
8.16%
% of portfolio
0.09%
Previous 0.09%
Shares
7 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