Phillips Wealth Planners LLC Technology Sector Spdr Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 7,153 shares of XLK stock, worth $1.58 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
7,153
Previous 7,140
0.18%
Holding current value
$1.58 Million
Previous $1.44 Billion
18.02%
% of portfolio
1.79%
Previous 1.66%
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$2.95 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