Cassaday & CO Wealth Management LLC Technology Sector Spdr Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 12,065 shares of XLK stock, worth $2.71 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,065
Previous 12,015
0.42%
Holding current value
$2.71 Million
Previous $2.5 Million
9.07%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,198Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.01 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio