Three Bridge Wealth Advisors, LLC Technology Sector Spdr Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,238 shares of XLK stock, worth $288,887. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,238
Previous 1,654
25.15%
Holding current value
$288,887
Previous $344,000
18.6%
% of portfolio
0.11%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,219Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.12 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.21 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.65 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.23 Billion0.39% of portfolio